MKVEX Mutual Fund Analysis & Holdings | MarketXLS

MKVEX Mutual Fund

NAV$19.87

AUM$167,441.2

TER1.21%

Holdings98

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MKVEX Mutual Fund

NAV$19.87

MFS International Large Cap Value Fund Class R2

AUM$167,441.2

TER1.21%

Holdings98

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

MKVEX Mutual Fund Overlap Analysis

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

MKVEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 98 holdings, MKVEX may share significant positions with broad-market funds.

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