MFVSX Mutual Fund

NAV$10.01

TER0.86%

Holdings66

MFVSX Mutual Fund

NAV$10.01

MassMutual Equity Opportunities Fund Class R5

TER0.86%

Holdings66

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Holdings Overlap Analysis

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

MFVSX Mutual Fund Overlap Analysis

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

MFVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 66 holdings, MFVSX may share significant positions with broad-market funds.

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