MRBFX Mutual Fund

NAV$9.42

AUM$2.2B

TER0.60%

Holdings1,075

MRBFX Mutual Fund

NAV$9.42

MFS Total Return Bond Fund Class A

AUM$2.2B

TER0.60%

Holdings1,075

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Holdings Overlap Analysis

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

MRBFX Mutual Fund Overlap Analysis

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

MRBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1075 holdings, MRBFX may share significant positions with broad-market funds.

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