MRBPX Mutual Fund
MRBPX Mutual Fund
NAV$23.87
AUM$13M
TER1.17%
Holdings1,305
MRBPX Mutual Fund
NAV$23.87
BlackRock Balanced Fund, Inc. Class R
AUM$13M
TER1.17%
Holdings1,305
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 1305 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.