MUSBX Mutual Fund

NAV$39.91

AUM$629,465.93

TER1.40%

Holdings112

MUSBX Mutual Fund

NAV$39.91

MFS Blended Research Core Equity Fund Class B

AUM$629,465.93

TER1.40%

Holdings112

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Holdings Overlap Analysis

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

MUSBX Mutual Fund Overlap Analysis

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

MUSBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, MUSBX may share significant positions with broad-market funds.

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