MIBLX Mutual Fund

NAV$15.76

AUM$12M

TER1.12%

Holdings527

MIBLX Mutual Fund

NAV$15.76

BNY Mellon Asset Allocation Fund Investor Shares

AUM$12M

TER1.12%

Holdings527

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Holdings Overlap Analysis

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

MIBLX Mutual Fund Overlap Analysis

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

MIBLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 527 holdings, MIBLX may share significant positions with broad-market funds.

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