MPISX Mutual Fund
NAV$26.21
AUM$132M
TER0.86%
Holdings61
MPISX Mutual Fund
NAV$26.21
BNY Mellon Income Stock Fund Class M Shares
AUM$132M
TER0.86%
Holdings61
MPISX Mutual Fund Overlap Analysis
MPISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MPISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, MPISX may share significant positions with broad-market funds.
MPISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MPISX tax-loss harvesting finds highly correlated but non-identical funds.