MIVAX Mutual Fund
MIVAX Mutual Fund
NAV$8.79
AUM$107M
TER0.58%
Holdings234
See how much of MIVAX you already own
MIVAX Mutual Fund
NAV$8.79
MFS Virginia Municipal Bond Fund Class I
AUM$107M
TER0.58%
Holdings234
See how much of MIVAX you already own
MIVAX Mutual Fund Overlap Analysis
MIVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 234 holdings, MIVAX may share significant positions with broad-market funds.
MIVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIVAX tax-loss harvesting finds highly correlated but non-identical funds.