MITBX Mutual Fund
MITBX Mutual Fund
NAV$35.37
AUM$2M
TER1.44%
Holdings70
See how much of MITBX you already own
MITBX Mutual Fund
NAV$35.37
Massachusetts Investors Trust Class B
AUM$2M
TER1.44%
Holdings70
See how much of MITBX you already own
MITBX Mutual Fund Overlap Analysis
MITBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MITBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, MITBX may share significant positions with broad-market funds.
MITBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MITBX tax-loss harvesting finds highly correlated but non-identical funds.