MFWVX Mutual Fund

NAV$9.92

AUM$56M

TER0.87%

Holdings124

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MFWVX Mutual Fund

NAV$9.92

MFS West Virginia Municipal Bond Fund A

AUM$56M

TER0.87%

Holdings124

See how much of MFWVX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MFWVX Mutual Fund Overlap Analysis

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

MFWVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, MFWVX may share significant positions with broad-market funds.

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