MMUIX Mutual Fund
NAV$26.46
AUM$589M
TER0.75%
Holdings45
MMUIX Mutual Fund
NAV$26.46
MFS Utilities Fund Class I
AUM$589M
TER0.75%
Holdings45

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MMUIX Mutual Fund Overlap Analysis
MMUIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMUIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, MMUIX may share significant positions with broad-market funds.
MMUIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMUIX tax-loss harvesting finds highly correlated but non-identical funds.