MLVAX Mutual Fund

NAV$18.86

AUM$154M

TER0.89%

Holdings104

See how much of MLVAX you already own

Just $25 once·$99/mo·Download sample

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MLVAX Mutual Fund

NAV$18.86

MFS Low Volatility Equity Fund Class A

AUM$154M

TER0.89%

Holdings104

See how much of MLVAX 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 MLVAX 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 MLVAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MLVAX Mutual Fund Overlap Analysis

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

MLVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 104 holdings, MLVAX may share significant positions with broad-market funds.

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