MCBHX ETF

$9.64

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AUM$56,373.07

TER0.89%

Holdings293

MCBHX ETF

$9.64

MFS Core Bond Fund Class R2

AUM$56,373.07

TER0.89%

Holdings293

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Holdings Overlap Analysis

Compare MCBHX holdings with another ETF to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a ETF symbol above to see how many holdings MCBHX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

MCBHX ETF Overlap Analysis

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

MCBHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 293 holdings, MCBHX may share significant positions with broad-market funds.

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