MALVX Mutual Fund

NAV$38.31

AUM$343M

TER0.54%

Holdings305

MALVX Mutual Fund

NAV$38.31

BlackRock Advantage Large Cap Value Fund Institutional Class

AUM$343M

TER0.54%

Holdings305

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Holdings Overlap Analysis

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

MALVX Mutual Fund Overlap Analysis

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

MALVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 305 holdings, MALVX may share significant positions with broad-market funds.

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