MCBGX Mutual Fund

NAV$9.49

AUM$65,924.9

TER1.39%

Holdings297

MCBGX Mutual Fund

NAV$9.49

MFS Core Bond Fund Class R1

AUM$65,924.9

TER1.39%

Holdings297

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Holdings Overlap Analysis

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

MCBGX Mutual Fund Overlap Analysis

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

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

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