MCLVX Mutual Fund

NAV$32.25

AUM$16M

TER1.54%

Holdings305

MCLVX Mutual Fund

NAV$32.25

BlackRock Advantage Large Cap Value Fund Class C

AUM$16M

TER1.54%

Holdings305

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Holdings Overlap Analysis

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

MCLVX Mutual Fund Overlap Analysis

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

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

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