MBINX Mutual Fund
MBINX Mutual Fund
NAV$33.29
AUM$35M
TER1.33%
Holdings192
See how much of MBINX you already own
MBINX Mutual Fund
NAV$33.29
NYLIM Balanced Fund Investor Class
AUM$35M
TER1.33%
Holdings192
See how much of MBINX you already own
MBINX Mutual Fund Overlap Analysis
MBINX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MBINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 192 holdings, MBINX may share significant positions with broad-market funds.
MBINX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MBINX tax-loss harvesting finds highly correlated but non-identical funds.