MUSEX Mutual Fund

NAV$43.88

AUM$559M

TER0.40%

Holdings112

MUSEX Mutual Fund

NAV$43.88

MFS Blended Research Core Equity Fund Class I

AUM$559M

TER0.40%

Holdings112

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Holdings Overlap Analysis

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

MUSEX Mutual Fund Overlap Analysis

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

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

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