MUESX Mutual Fund

NAV$40.43

AUM$42M

TER0.90%

Holdings112

MUESX Mutual Fund

NAV$40.43

MFS Blended Research Core Equity Fund Class R2

AUM$42M

TER0.90%

Holdings112

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Holdings Overlap Analysis

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

MUESX Mutual Fund Overlap Analysis

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

MUESX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, MUESX may share significant positions with broad-market funds.

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