MACBX Mutual Fund

NAV$17.21

AUM$2M

TER1.58%

Holdings22

MACBX Mutual Fund

NAV$17.21

MFS Conservative Allocation Fund Class B

AUM$2M

TER1.58%

Holdings22

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Holdings Overlap Analysis

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

MACBX Mutual Fund Overlap Analysis

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

MACBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, MACBX may share significant positions with broad-market funds.

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