MXBOX Mutual Fund

NAV$14.20

TER0.88%

Holdings21

MXBOX Mutual Fund

NAV$14.20

Empower Lifetime 2050 Fund Investor Class

TER0.88%

Holdings21

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Holdings Overlap Analysis

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

MXBOX Mutual Fund Overlap Analysis

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

MXBOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 21 holdings, MXBOX may share significant positions with broad-market funds.

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