MRBKX Mutual Fund

NAV$9.42

AUM$4.0B

TER0.36%

Holdings1,075

MRBKX Mutual Fund

NAV$9.42

MFS Total Return Bond Fund Class R6

AUM$4.0B

TER0.36%

Holdings1,075

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

Compare MRBKX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MRBKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MRBKX Mutual Fund Overlap Analysis

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

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

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