MFBKX Mutual Fund
NAV$12.12
AUM$1.8B
TER0.42%
Holdings429
MFBKX Mutual Fund
NAV$12.12
MFS Corporate Bond Fund Class R6
AUM$1.8B
TER0.42%
Holdings429
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MFBKX Mutual Fund Overlap Analysis
MFBKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFBKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 429 holdings, MFBKX may share significant positions with broad-market funds.
MFBKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFBKX tax-loss harvesting finds highly correlated but non-identical funds.