MRFIX Mutual Fund

NAV$64.63

AUM$4.2B

TER0.50%

Holdings102

MRFIX Mutual Fund

NAV$64.63

MFS Research Fund Class I

AUM$4.2B

TER0.50%

Holdings102

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

MRFIX Mutual Fund Overlap Analysis

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

MRFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, MRFIX may share significant positions with broad-market funds.

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