MBARX Mutual Fund Analysis & Holdings | MarketXLS

MBARX Mutual Fund

NAV$9.00

AUM$45,518.06

TER1.45%

Holdings184

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MBARX Mutual Fund

NAV$9.00

MFS Arkansas Municipal Bond Fund Class B

AUM$45,518.06

TER1.45%

Holdings184

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

MBARX Mutual Fund Overlap Analysis

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

MBARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 184 holdings, MBARX may share significant positions with broad-market funds.

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