MBOVX Mutual Fund
MBOVX Mutual Fund
NAV$19.90
AUM$234M
TER0.60%
Holdings221
See how much of MBOVX you already own
MBOVX Mutual Fund
NAV$19.90
M Large Cap Value Fund
AUM$234M
TER0.60%
Holdings221
See how much of MBOVX you already own
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.