MCBEX Mutual Fund

NAV$9.46

AUM$5M

TER0.64%

Holdings297

MCBEX Mutual Fund

NAV$9.46

MFS Core Bond Fund Class A

AUM$5M

TER0.64%

Holdings297

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare MCBEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MCBEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MCBEX Mutual Fund Overlap Analysis

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

MCBEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 297 holdings, MCBEX may share significant positions with broad-market funds.

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