MFWBX Mutual Fund

NAV$19.03

AUM$611,218.35

TER1.84%

Holdings912

MFWBX Mutual Fund

NAV$19.03

MFS Global Total Return Fund Class B

AUM$611,218.35

TER1.84%

Holdings912

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Holdings Overlap Analysis

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

MFWBX Mutual Fund Overlap Analysis

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

MFWBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 912 holdings, MFWBX may share significant positions with broad-market funds.

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