MBLDX Mutual Fund
MBLDX Mutual Fund
NAV$12.83
TER0.92%
Holdings524
See how much of MBLDX you already own
MBLDX Mutual Fund
NAV$12.83
MassMutual Balanced Fund Class R5
TER0.92%
Holdings524
See how much of MBLDX you already own
MBLDX Mutual Fund Overlap Analysis
MBLDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MBLDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 524 holdings, MBLDX may share significant positions with broad-market funds.
MBLDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MBLDX tax-loss harvesting finds highly correlated but non-identical funds.