MBCAX Mutual Fund Analysis & Holdings | MarketXLS

MBCAX Mutual Fund

NAV$5.49

AUM$74,708.78

TER1.40%

Holdings435

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MBCAX Mutual Fund

NAV$5.49

MFS California Municipal Bond Fund Class B

AUM$74,708.78

TER1.40%

Holdings435

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

MBCAX Mutual Fund Overlap Analysis

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

MBCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 435 holdings, MBCAX may share significant positions with broad-market funds.

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