MRERX Mutual Fund

NAV$53.62

AUM$15M

TER1.13%

Holdings169

MRERX Mutual Fund

NAV$53.62

MFS Core Equity Fund Class R2

AUM$15M

TER1.13%

Holdings169

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Holdings Overlap Analysis

Compare MRERX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MRERX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MRERX Mutual Fund Overlap Analysis

MRERX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MRERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 169 holdings, MRERX may share significant positions with broad-market funds.

MRERX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRERX tax-loss harvesting finds highly correlated but non-identical funds.