MBIRX Mutual Fund Analysis & Holdings | MarketXLS

MBIRX Mutual Fund

NAV$57.21

TER0.85%

Holdings44

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MBIRX Mutual Fund

NAV$57.21

Morgan Stanley Insight Fund Class IR

TER0.85%

Holdings44

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

MBIRX Mutual Fund Overlap Analysis

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

MBIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, MBIRX may share significant positions with broad-market funds.

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