MBFIX Mutual Fund

NAV$10.83

AUM$2.8B

TER0.38%

Holdings1

See how much of MBFIX you already own

Just $25 once·$99/mo·Download sample

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MBFIX Mutual Fund

NAV$10.83

Allspring Core Bond Fund institutional

AUM$2.8B

TER0.38%

Holdings1

See how much of MBFIX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

MBFIX Mutual Fund Overlap Analysis

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

MBFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1 holdings, MBFIX may share significant positions with broad-market funds.

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