MFBIX Mutual Fund

NAV$8.78

TER0.54%

Holdings469

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

MFBIX Mutual Fund

NAV$8.78

Mesirow Enhanced Core Plus Fund Institutional Class

TER0.54%

Holdings469

See inside every fund you own

$99/yr 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 MFBIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MFBIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MFBIX Mutual Fund Overlap Analysis

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

MFBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 469 holdings, MFBIX may share significant positions with broad-market funds.

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