MIOBX Mutual Fund

NAV$5.77

AUM$371,959.34

TER1.48%

Holdings517

MIOBX Mutual Fund

NAV$5.77

MFS Income Fund Class B

AUM$371,959.34

TER1.48%

Holdings517

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare MIOBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MIOBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MIOBX Mutual Fund Overlap Analysis

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

MIOBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 517 holdings, MIOBX may share significant positions with broad-market funds.

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