MEVOX Mutual Fund
MEVOX Mutual Fund
NAV$13.07
AUM$15M
TER1.00%
Holdings189
MEVOX Mutual Fund
NAV$13.07
Lazard Managed Equity Volatility Portfolio Open Class
AUM$15M
TER1.00%
Holdings189
MEVOX Mutual Fund Overlap Analysis
MEVOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MEVOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 189 holdings, MEVOX may share significant positions with broad-market funds.
MEVOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MEVOX tax-loss harvesting finds highly correlated but non-identical funds.