MBCSX Mutual Fund
NAV$19.22
TER0.76%
Holdings88
MBCSX Mutual Fund
NAV$19.22
MassMutual Blue Chip Growth Fund Class R5
TER0.76%
Holdings88
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MBCSX Mutual Fund Overlap Analysis
MBCSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MBCSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 88 holdings, MBCSX may share significant positions with broad-market funds.
MBCSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MBCSX tax-loss harvesting finds highly correlated but non-identical funds.