MSFHX Mutual Fund

NAV$20.24

AUM$170M

TER0.72%

Holdings961

MSFHX Mutual Fund

NAV$20.24

MFS Total Return Fund Class R3

AUM$170M

TER0.72%

Holdings961

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Holdings Overlap Analysis

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

MSFHX Mutual Fund Overlap Analysis

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

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

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