MSPYX Mutual Fund

NAV$9.74

AUM$953,209.78

TER0.84%

Holdings153

MSPYX Mutual Fund

NAV$9.74

BlackRock Pennsylvania Municipal Bond Fund Class S

AUM$953,209.78

TER0.84%

Holdings153

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Holdings Overlap Analysis

Compare MSPYX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MSPYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MSPYX Mutual Fund Overlap Analysis

MSPYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MSPYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 153 holdings, MSPYX may share significant positions with broad-market funds.

MSPYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSPYX tax-loss harvesting finds highly correlated but non-identical funds.