MRBPX Mutual Fund
MRBPX Mutual Fund
NAV$23.83
AUM$13M
TER1.17%
Holdings1,704
See how much of MRBPX you already own
MRBPX Mutual Fund
NAV$23.83
BlackRock Balanced Fund, Inc. Class R
AUM$13M
TER1.17%
Holdings1,704
See how much of MRBPX you already own
MRBPX Mutual Fund Overlap Analysis
MRBPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRBPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1704 holdings, MRBPX may share significant positions with broad-market funds.
MRBPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRBPX tax-loss harvesting finds highly correlated but non-identical funds.