MUBFX Mutual Fund

NAV$39.07

AUM$138M

TER0.70%

Holdings65

MUBFX Mutual Fund

NAV$39.07

NYLI WMC Value Fund Class I

AUM$138M

TER0.70%

Holdings65

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Holdings Overlap Analysis

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

MUBFX Mutual Fund Overlap Analysis

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

MUBFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, MUBFX may share significant positions with broad-market funds.

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