MCBXX Mutual Fund Analysis & Holdings | MarketXLS

MCBXX Mutual Fund

NAV$1.00

AUM$943,168.22

TER1.17%

Holdings149

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MCBXX Mutual Fund

NAV$1.00

BlackRock Summit Cash Reserves Fund Class C

AUM$943,168.22

TER1.17%

Holdings149

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

MCBXX Mutual Fund Overlap Analysis

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

MCBXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 149 holdings, MCBXX may share significant positions with broad-market funds.

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