MTLIX Mutual Fund

NAV$8.00

AUM$1.2B

TER0.44%

Holdings1,070

MTLIX Mutual Fund

NAV$8.00

MFS Municipal Limited Maturity Fund Class I

AUM$1.2B

TER0.44%

Holdings1,070

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MTLIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MTLIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MTLIX Mutual Fund Overlap Analysis

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

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

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