MAVKX Mutual Fund Analysis & Holdings | MarketXLS

MAVKX Mutual Fund

NAV$17.25

AUM$423M

TER0.85%

Holdings86

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MAVKX Mutual Fund

NAV$17.25

MoA Small Cap Value Fund

AUM$423M

TER0.85%

Holdings86

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MAVKX Mutual Fund Overlap Analysis

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

MAVKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, MAVKX may share significant positions with broad-market funds.

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