MBMAX Mutual Fund

NAV$10.11

AUM$43,101.1

TER1.57%

Holdings269

MBMAX Mutual Fund

NAV$10.11

MFS Massachusetts Municipal Bond Fund Class B

AUM$43,101.1

TER1.57%

Holdings269

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Holdings Overlap Analysis

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

MBMAX Mutual Fund Overlap Analysis

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

MBMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 269 holdings, MBMAX may share significant positions with broad-market funds.

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