MSFFX Mutual Fund

NAV$20.19

AUM$6M

TER1.47%

Holdings961

MSFFX Mutual Fund

NAV$20.19

MFS Total Return Fund Class R1

AUM$6M

TER1.47%

Holdings961

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Holdings Overlap Analysis

Compare MSFFX 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 MSFFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MSFFX Mutual Fund Overlap Analysis

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

MSFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 961 holdings, MSFFX may share significant positions with broad-market funds.

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