MBNYX Mutual Fund
MBNYX Mutual Fund
NAV$9.74
AUM$61,607.73
TER1.58%
Holdings183
See how much of MBNYX you already own
MBNYX Mutual Fund
NAV$9.74
MFS New York Municipal Bond Fund Class B
AUM$61,607.73
TER1.58%
Holdings183
See how much of MBNYX you already own
MBNYX Mutual Fund Overlap Analysis
MBNYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MBNYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 183 holdings, MBNYX may share significant positions with broad-market funds.
MBNYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MBNYX tax-loss harvesting finds highly correlated but non-identical funds.