MDLVX Mutual Fund Analysis & Holdings | MarketXLS

MDLVX Mutual Fund

NAV$37.17

AUM$485M

TER0.79%

Holdings305

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MDLVX Mutual Fund

NAV$37.17

BlackRock Advantage Large Cap Value Fund Class A

AUM$485M

TER0.79%

Holdings305

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

MDLVX Mutual Fund Overlap Analysis

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

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

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