MBOIX Mutual Fund

NAV$8.83

AUM$89M

TER0.36%

Holdings391

MBOIX Mutual Fund

NAV$8.83

Madison Core Bond Fund Class I

AUM$89M

TER0.36%

Holdings391

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Holdings Overlap Analysis

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

MBOIX Mutual Fund Overlap Analysis

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

MBOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 391 holdings, MBOIX may share significant positions with broad-market funds.

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