MPBLX Mutual Fund
MPBLX Mutual Fund
NAV$15.80
AUM$461M
TER0.87%
Holdings527
See how much of MPBLX you already own
MPBLX Mutual Fund
NAV$15.80
BNY Mellon Asset Allocation Fund Class M Shares
AUM$461M
TER0.87%
Holdings527
See how much of MPBLX you already own
MPBLX Mutual Fund Overlap Analysis
MPBLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MPBLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 527 holdings, MPBLX may share significant positions with broad-market funds.
MPBLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MPBLX tax-loss harvesting finds highly correlated but non-identical funds.