MUSBX Mutual Fund

NAV$41.08

AUM$662,270.86

TER1.40%

Holdings112

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MUSBX Mutual Fund

NAV$41.08

MFS Blended Research Core Equity Fund Class B

AUM$662,270.86

TER1.40%

Holdings112

See how much of MUSBX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

MUSBX Mutual Fund Overlap Analysis

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

MUSBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, MUSBX may share significant positions with broad-market funds.

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