MWOFX Mutual Fund

NAV$61.29

AUM$315M

TER1.22%

Holdings78

MWOFX Mutual Fund

NAV$61.29

MFS Global Growth Fund Class A

AUM$315M

TER1.22%

Holdings78

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Holdings Overlap Analysis

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

MWOFX Mutual Fund Overlap Analysis

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

MWOFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, MWOFX may share significant positions with broad-market funds.

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