MBLDX Mutual Fund
MBLDX Mutual Fund
NAV$12.83
TER0.92%
Holdings524
MBLDX Mutual Fund
NAV$12.83
MassMutual Balanced Fund Class R5
TER0.92%
Holdings524
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.