MMBIX Mutual Fund
MMBIX Mutual Fund
NAV$11.78
AUM$10M
TER0.83%
Holdings102
See how much of MMBIX you already own
MMBIX Mutual Fund
NAV$11.78
BNY Mellon Massachusetts Intermediate Municipal Bond Fund Investor Shares
AUM$10M
TER0.83%
Holdings102
See how much of MMBIX you already own
MMBIX Mutual Fund Overlap Analysis
MMBIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 102 holdings, MMBIX may share significant positions with broad-market funds.
MMBIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMBIX tax-loss harvesting finds highly correlated but non-identical funds.