MDBAX Mutual Fund Analysis & Holdings | MarketXLS

MDBAX Mutual Fund

NAV$19.68

AUM$929M

TER0.82%

Holdings55

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MDBAX Mutual Fund

NAV$19.68

BlackRock Large Cap Focus Value Fund Class A

AUM$929M

TER0.82%

Holdings55

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

MDBAX Mutual Fund Overlap Analysis

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

MDBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, MDBAX may share significant positions with broad-market funds.

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