MMBIX Mutual Fund Analysis & Holdings | MarketXLS

MMBIX Mutual Fund

NAV$12.31

AUM$11M

TER0.83%

Holdings98

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MMBIX Mutual Fund

NAV$12.31

BNY Mellon Massachusetts Intermediate Municipal Bond Fund Investor Shares

AUM$11M

TER0.83%

Holdings98

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

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 98 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.