MRBGX Mutual Fund

NAV$9.43

AUM$1M

TER1.45%

Holdings1,075

MRBGX Mutual Fund

NAV$9.43

MFS Total Return Bond Fund Class R1

AUM$1M

TER1.45%

Holdings1,075

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Holdings Overlap Analysis

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

MRBGX Mutual Fund Overlap Analysis

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

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

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