MEVIX Mutual Fund
MEVIX Mutual Fund
NAV$13.08
AUM$15M
TER0.75%
Holdings189
See how much of MEVIX you already own
MEVIX Mutual Fund
NAV$13.08
Lazard Managed Equity Volatility Portfolio Institutional Shares
AUM$15M
TER0.75%
Holdings189
See how much of MEVIX you already own
MEVIX Mutual Fund Overlap Analysis
MEVIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MEVIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 189 holdings, MEVIX may share significant positions with broad-market funds.
MEVIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MEVIX tax-loss harvesting finds highly correlated but non-identical funds.