MBXFX Mutual Fund

NAV$43.26

AUM$57M

TER3.00%

Holdings6,467

MBXFX Mutual Fund

NAV$43.26

Catalyst/Millburn Hedge Strategy Fund Class C-1

AUM$57M

TER3.00%

Holdings6,467

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Holdings Overlap Analysis

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

MBXFX Mutual Fund Overlap Analysis

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

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

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