MBXAX Mutual Fund

NAV$45.50

AUM$660M

TER2.25%

Holdings6,467

See how much of MBXAX you already own

Just $25 once·$69/mo·Download sample

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MBXAX Mutual Fund

NAV$45.50

Catalyst/Millburn Hedge Strategy Fund Class A

AUM$660M

TER2.25%

Holdings6,467

See how much of MBXAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MBXAX Mutual Fund Overlap Analysis

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

MBXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6467 holdings, MBXAX may share significant positions with broad-market funds.

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