MMIBX Mutual Fund
MMIBX Mutual Fund
NAV$8.06
AUM$225,415.14
TER1.54%
Holdings2,292
See how much of MMIBX you already own
MMIBX Mutual Fund
NAV$8.06
MFS Municipal Income Fund Class B
AUM$225,415.14
TER1.54%
Holdings2,292
See how much of MMIBX you already own
MMIBX Mutual Fund Overlap Analysis
MMIBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2292 holdings, MMIBX may share significant positions with broad-market funds.
MMIBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMIBX tax-loss harvesting finds highly correlated but non-identical funds.