MTLFX Mutual Fund

NAV$8.01

AUM$1.2B

TER0.59%

Holdings1,070

MTLFX Mutual Fund

NAV$8.01

MFS Municipal Limited Maturity Fund Class A

AUM$1.2B

TER0.59%

Holdings1,070

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Holdings Overlap Analysis

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

MTLFX Mutual Fund Overlap Analysis

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

MTLFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1070 holdings, MTLFX may share significant positions with broad-market funds.

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