MBAPX Mutual Fund Analysis & Holdings | MarketXLS

MBAPX Mutual Fund

NAV$18.26

AUM$108M

TER0.90%

Holdings5

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MBAPX Mutual Fund

NAV$18.26

Praxis Genesis Balanced Portfolio Class A

AUM$108M

TER0.90%

Holdings5

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

MBAPX Mutual Fund Overlap Analysis

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

MBAPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 5 holdings, MBAPX may share significant positions with broad-market funds.

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