MCVIX Mutual Fund
MCVIX Mutual Fund
NAV$34.94
AUM$4.4B
TER0.72%
Holdings155
See how much of MCVIX you already own
MCVIX Mutual Fund
NAV$34.94
MFS Mid Cap Value Fund Class I
AUM$4.4B
TER0.72%
Holdings155
See how much of MCVIX you already own
MCVIX Mutual Fund Overlap Analysis
MCVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 155 holdings, MCVIX may share significant positions with broad-market funds.
MCVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCVIX tax-loss harvesting finds highly correlated but non-identical funds.