MBAIX Mutual Fund

NAV$34.04

AUM$55M

TER0.82%

Holdings192

MBAIX Mutual Fund

NAV$34.04

NYLI Balanced Fund Class I

AUM$55M

TER0.82%

Holdings192

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Holdings Overlap Analysis

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

MBAIX Mutual Fund Overlap Analysis

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

MBAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 192 holdings, MBAIX may share significant positions with broad-market funds.

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