MMUJX Mutual Fund
NAV$26.33
AUM$21M
TER0.75%
Holdings45
MMUJX Mutual Fund
NAV$26.33
MFS Utilities Fund Class R4
AUM$21M
TER0.75%
Holdings45

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