MSTBX Mutual Fund

NAV$9.73

AUM$133M

TER0.52%

Holdings187

MSTBX Mutual Fund

NAV$9.73

Morningstar Defensive Bond Fund Institutional Class

AUM$133M

TER0.52%

Holdings187

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Holdings Overlap Analysis

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

MSTBX Mutual Fund Overlap Analysis

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

MSTBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 187 holdings, MSTBX may share significant positions with broad-market funds.

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