MBERX Mutual Fund

NAV$34.08

AUM$62,253.2

TER0.73%

Holdings192

MBERX Mutual Fund

NAV$34.08

NYLI Balanced Fund Class R6

AUM$62,253.2

TER0.73%

Holdings192

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Holdings Overlap Analysis

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

MBERX Mutual Fund Overlap Analysis

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

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

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