MABAX Mutual Fund Holdings Overlap Calculator | MarketXLS

MABAX Mutual Fund

NAV$20.40

AUM$1.1B

TER0.58%

Holdings55

See what you own twice

Check MABAX against your other funds. Free for up to 5.

Check my overlap

MABAX Mutual Fund

NAV$20.40

BlackRock Large Cap Focus Value Fund Institutional Class

AUM$1.1B

TER0.58%

Holdings55

See what you own twice

Check MABAX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MABAX Mutual Fund Overlap Analysis

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

MABAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, MABAX may share significant positions with broad-market funds.

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