MBWVX Mutual Fund Analysis & Holdings | MarketXLS

MBWVX Mutual Fund

NAV$10.11

AUM$53,138.93

TER1.62%

Holdings124

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MBWVX Mutual Fund

NAV$10.11

MFS West Virginia Municipal Bond Fund Class B

AUM$53,138.93

TER1.62%

Holdings124

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

MBWVX Mutual Fund Overlap Analysis

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

MBWVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, MBWVX may share significant positions with broad-market funds.

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