MBXCX Mutual Fund

NAV$43.81

AUM$396M

TER3.00%

Holdings6,467

MBXCX Mutual Fund

NAV$43.81

Catalyst/Millburn Hedge Strategy Fund Class C

AUM$396M

TER3.00%

Holdings6,467

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Holdings Overlap Analysis

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

MBXCX Mutual Fund Overlap Analysis

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

MBXCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 6467 holdings, MBXCX may share significant positions with broad-market funds.

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