MEVIX Mutual Fund
MEVIX Mutual Fund
NAV$13.08
AUM$15M
TER0.75%
Holdings189
MEVIX Mutual Fund
NAV$13.08
Lazard Managed Equity Volatility Portfolio Institutional Shares
AUM$15M
TER0.75%
Holdings189
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.