MSFRX Mutual Fund

NAV$20.24

AUM$4.9B

TER0.72%

Holdings961

MSFRX Mutual Fund

NAV$20.24

MFS Total Return Fund Class A

AUM$4.9B

TER0.72%

Holdings961

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Holdings Overlap Analysis

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

MSFRX Mutual Fund Overlap Analysis

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

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

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