MKTBX Mutual Fund Analysis & Holdings | MarketXLS

MKTBX Mutual Fund

NAV$9.27

AUM$333,479.33

TER1.03%

Holdings10

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MKTBX Mutual Fund

NAV$9.27

NYLI MacKay Tax Free Bond Fund Class B

AUM$333,479.33

TER1.03%

Holdings10

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

MKTBX Mutual Fund Overlap Analysis

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

MKTBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, MKTBX may share significant positions with broad-market funds.

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