MBPAX Mutual Fund Analysis & Holdings | MarketXLS

MBPAX Mutual Fund

NAV$9.55

AUM$26,504.32

TER1.44%

Holdings243

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MBPAX Mutual Fund

NAV$9.55

MFS Pennsylvania Municipal Bond Fund Class B

AUM$26,504.32

TER1.44%

Holdings243

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

MBPAX Mutual Fund Overlap Analysis

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

MBPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 243 holdings, MBPAX may share significant positions with broad-market funds.

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