MAPBX Mutual Fund
MAPBX Mutual Fund
NAV$20.78
AUM$1M
TER2.05%
Holdings65
See how much of MAPBX you already own
MAPBX Mutual Fund
NAV$20.78
NYLI WMC Value Fund Class B
AUM$1M
TER2.05%
Holdings65
See how much of MAPBX you already own
MAPBX Mutual Fund Overlap Analysis
MAPBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MAPBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, MAPBX may share significant positions with broad-market funds.
MAPBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MAPBX tax-loss harvesting finds highly correlated but non-identical funds.