MRBJX Mutual Fund

NAV$9.42

AUM$41M

TER0.45%

Holdings1,075

MRBJX Mutual Fund

NAV$9.42

MFS Total Return Bond Fund Class R4

AUM$41M

TER0.45%

Holdings1,075

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Holdings Overlap Analysis

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

MRBJX Mutual Fund Overlap Analysis

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

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

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