MTLBX Mutual Fund

NAV$8.01

AUM$54,101.56

TER1.34%

Holdings1,070

MTLBX Mutual Fund

NAV$8.01

MFS Municipal Limited Maturity Fund Class B

AUM$54,101.56

TER1.34%

Holdings1,070

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Holdings Overlap Analysis

Compare MTLBX 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 MTLBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MTLBX Mutual Fund Overlap Analysis

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

MTLBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1070 holdings, MTLBX may share significant positions with broad-market funds.

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