MLABX Mutual Fund
NAV$4.31
AUM$3M
TER1.94%
Holdings49
MLABX Mutual Fund
NAV$4.31
NYLI Winslow Large Cap Growth Fund Class B
AUM$3M
TER1.94%
Holdings49
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MLABX Mutual Fund Overlap Analysis
MLABX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, MLABX may share significant positions with broad-market funds.
MLABX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLABX tax-loss harvesting finds highly correlated but non-identical funds.