MBNCX Mutual Fund Analysis & Holdings | MarketXLS

MBNCX Mutual Fund

NAV$10.73

AUM$32,303.36

TER1.59%

Holdings304

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MBNCX Mutual Fund

NAV$10.73

MFS North Carolina Municipal Bond Fund Class B

AUM$32,303.36

TER1.59%

Holdings304

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

MBNCX Mutual Fund Overlap Analysis

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

MBNCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 304 holdings, MBNCX may share significant positions with broad-market funds.

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