MPHQX Mutual Fund
MPHQX Mutual Fund
NAV$9.48
AUM$6.5B
TER0.37%
Holdings7,129
See how much of MPHQX you already own
MPHQX Mutual Fund
NAV$9.48
BlackRock Total Return Fund Class K
AUM$6.5B
TER0.37%
Holdings7,129
See how much of MPHQX you already own
MPHQX Mutual Fund Overlap Analysis
MPHQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MPHQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 7129 holdings, MPHQX may share significant positions with broad-market funds.
MPHQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MPHQX tax-loss harvesting finds highly correlated but non-identical funds.