MRBHX Mutual Fund

NAV$9.41

AUM$34M

TER0.70%

Holdings1,075

MRBHX Mutual Fund

NAV$9.41

MFS Total Return Bond Fund Class R3

AUM$34M

TER0.70%

Holdings1,075

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Holdings Overlap Analysis

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

MRBHX Mutual Fund Overlap Analysis

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

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

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