MMHBX Mutual Fund

NAV$7.42

AUM$264,865.63

TER1.36%

Holdings2,018

MMHBX Mutual Fund

NAV$7.42

MFS Municipal High Income Fund Class B

AUM$264,865.63

TER1.36%

Holdings2,018

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MMHBX Mutual Fund Overlap Analysis

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

MMHBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2018 holdings, MMHBX may share significant positions with broad-market funds.

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