MFBGX Mutual Fund

NAV$12.14

AUM$3M

TER1.51%

Holdings429

MFBGX Mutual Fund

NAV$12.14

MFS Corporate Bond Fund Class R1

AUM$3M

TER1.51%

Holdings429

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Holdings Overlap Analysis

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

MFBGX Mutual Fund Overlap Analysis

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

MFBGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 429 holdings, MFBGX may share significant positions with broad-market funds.

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