MRRRX Mutual Fund
NAV$9.42
AUM$13M
TER0.95%
Holdings1,075
MRRRX Mutual Fund
NAV$9.42
MFS Total Return Bond Fund Class R2
AUM$13M
TER0.95%
Holdings1,075
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MRRRX Mutual Fund Overlap Analysis
MRRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1075 holdings, MRRRX may share significant positions with broad-market funds.
MRRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRRRX tax-loss harvesting finds highly correlated but non-identical funds.