MBSAX Mutual Fund
MBSAX Mutual Fund
NAV$13.60
AUM$111M
Holdings268
See how much of MBSAX you already own
MBSAX Mutual Fund
NAV$13.60
Multisector Bond SMA Completion Portfolio
AUM$111M
Holdings268
See how much of MBSAX you already own
MBSAX Mutual Fund Overlap Analysis
MBSAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MBSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 268 holdings, MBSAX may share significant positions with broad-market funds.
MBSAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MBSAX tax-loss harvesting finds highly correlated but non-identical funds.