MBNBX Mutual Fund
MBNBX Mutual Fund
NAV$30.48
AUM$853,072.85
TER2.09%
Holdings192
See how much of MBNBX you already own
MBNBX Mutual Fund
NAV$30.48
NYLI Balanced Fund Class B
AUM$853,072.85
TER2.09%
Holdings192
See how much of MBNBX you already own
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.