MIBLX Mutual Fund
MIBLX Mutual Fund
NAV$16.04
AUM$13M
TER1.12%
Holdings527
See how much of MIBLX you already own
MIBLX Mutual Fund
NAV$16.04
BNY Mellon Asset Allocation Fund Investor Shares
AUM$13M
TER1.12%
Holdings527
See how much of MIBLX you already own
MIBLX Mutual Fund Overlap Analysis
MIBLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIBLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 527 holdings, MIBLX may share significant positions with broad-market funds.
MIBLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIBLX tax-loss harvesting finds highly correlated but non-identical funds.