MBNCX Mutual Fund
MBNCX Mutual Fund
NAV$10.60
AUM$32,075.6
TER1.59%
Holdings304
See how much of MBNCX you already own
MBNCX Mutual Fund
NAV$10.60
MFS North Carolina Municipal Bond Fund Class B
AUM$32,075.6
TER1.59%
Holdings304
See how much of MBNCX you already own
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.