MMHBX Mutual Fund
MMHBX Mutual Fund
NAV$7.43
AUM$266,666.78
TER1.41%
Holdings2,018
See how much of MMHBX you already own
MMHBX Mutual Fund
NAV$7.43
MFS Municipal High Income Fund Class B
AUM$266,666.78
TER1.41%
Holdings2,018
See how much of MMHBX you already own
MMHBX Mutual Fund Overlap Analysis
MMHBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMHBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2018 holdings, MMHBX may share significant positions with broad-market funds.
MMHBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMHBX tax-loss harvesting finds highly correlated but non-identical funds.