MMUBX Mutual Fund
MMUBX Mutual Fund
NAV$25.89
AUM$2M
TER1.75%
Holdings45
See how much of MMUBX you already own
MMUBX Mutual Fund
NAV$25.89
MFS Utilities Fund Class B
AUM$2M
TER1.75%
Holdings45
See how much of MMUBX you already own
MMUBX Mutual Fund Overlap Analysis
MMUBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MMUBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, MMUBX may share significant positions with broad-market funds.
MMUBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MMUBX tax-loss harvesting finds highly correlated but non-identical funds.