MWEBX Mutual Fund

NAV$36.51

AUM$449,776.2

TER1.90%

Holdings81

MWEBX Mutual Fund

NAV$36.51

MFS Global Equity Fund Class B

AUM$449,776.2

TER1.90%

Holdings81

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Holdings Overlap Analysis

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

MWEBX Mutual Fund Overlap Analysis

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

MWEBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, MWEBX may share significant positions with broad-market funds.

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