MBOYX Mutual Fund
MBOYX Mutual Fund
NAV$8.93
AUM$4M
TER0.46%
Holdings391
See how much of MBOYX you already own
MBOYX Mutual Fund
NAV$8.93
Madison Core Bond Fund Class Y
AUM$4M
TER0.46%
Holdings391
See how much of MBOYX you already own
MBOYX Mutual Fund Overlap Analysis
MBOYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MBOYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 391 holdings, MBOYX may share significant positions with broad-market funds.
MBOYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MBOYX tax-loss harvesting finds highly correlated but non-identical funds.