MBMSX Mutual Fund

NAV$8.84

AUM$53,802.42

TER1.41%

Holdings124

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MBMSX Mutual Fund

NAV$8.84

MFS Mississippi Municipal Bond Fund Class B

AUM$53,802.42

TER1.41%

Holdings124

See inside every fund you own

$99/yr 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 MBMSX 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 MBMSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MBMSX Mutual Fund Overlap Analysis

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

MBMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, MBMSX may share significant positions with broad-market funds.

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