MTBIX Mutual Fund

NAV$9.26

AUM$7.4B

TER0.49%

Holdings10

MTBIX Mutual Fund

NAV$9.26

NYLI MacKay Tax Free Bond Fund Institutional Class

AUM$7.4B

TER0.49%

Holdings10

X-ray your whole portfolio

$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.

Get Pro →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

MTBIX Mutual Fund Overlap Analysis

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

MTBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, MTBIX may share significant positions with broad-market funds.

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