MBVAX Mutual Fund Analysis & Holdings | MarketXLS

MBVAX Mutual Fund

NAV$10.17

AUM$45,590.98

TER1.57%

Holdings234

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MBVAX Mutual Fund

NAV$10.17

MFS Virginia Municipal Bond Fund Class B

AUM$45,590.98

TER1.57%

Holdings234

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

MBVAX Mutual Fund Overlap Analysis

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

MBVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 234 holdings, MBVAX may share significant positions with broad-market funds.

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