MBOVX Mutual Fund Analysis & Holdings | MarketXLS

MBOVX Mutual Fund

NAV$20.16

AUM$228M

TER0.60%

Holdings221

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MBOVX Mutual Fund

NAV$20.16

M Large Cap Value Fund

AUM$228M

TER0.60%

Holdings221

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

MBOVX Mutual Fund Overlap Analysis

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

MBOVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 221 holdings, MBOVX may share significant positions with broad-market funds.

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