MBACX Mutual Fund
MBACX Mutual Fund
NAV$33.63
AUM$8M
TER2.08%
Holdings192
See how much of MBACX you already own
MBACX Mutual Fund
NAV$33.63
NYLI Balanced Fund Class C
AUM$8M
TER2.08%
Holdings192
See how much of MBACX you already own
MBACX Mutual Fund Overlap Analysis
MBACX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MBACX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 192 holdings, MBACX may share significant positions with broad-market funds.
MBACX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MBACX tax-loss harvesting finds highly correlated but non-identical funds.