MBNBX Mutual Fund Analysis & Holdings | MarketXLS

MBNBX Mutual Fund

NAV$30.48

AUM$853,072.85

TER2.09%

Holdings192

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MBNBX Mutual Fund

NAV$30.48

NYLI Balanced Fund Class B

AUM$853,072.85

TER2.09%

Holdings192

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

MBNBX Mutual Fund Overlap Analysis

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

MBNBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 192 holdings, MBNBX may share significant positions with broad-market funds.

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