MNWBX Mutual Fund

NAV$12.96

AUM$70,272.95

TER2.14%

Holdings13

MNWBX Mutual Fund

NAV$12.96

MFS Managed Wealth Fund Class B

AUM$70,272.95

TER2.14%

Holdings13

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Holdings Overlap Analysis

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

MNWBX Mutual Fund Overlap Analysis

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

MNWBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 13 holdings, MNWBX may share significant positions with broad-market funds.

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