MTRRX Mutual Fund

NAV$20.35

AUM$69M

TER0.97%

Holdings961

MTRRX Mutual Fund

NAV$20.35

MFS Total Return Fund Cl R2

AUM$69M

TER0.97%

Holdings961

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Holdings Overlap Analysis

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

MTRRX Mutual Fund Overlap Analysis

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

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

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