MLVOX Mutual Fund

NAV$19.46

AUM$314,505.89

TER1.14%

Holdings106

See how much of MLVOX you already own

Just $25 once·$99/mo·Download sample

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MLVOX Mutual Fund

NAV$19.46

MFS Low Volatility Equity Fund Class R2

AUM$314,505.89

TER1.14%

Holdings106

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

MLVOX Mutual Fund Overlap Analysis

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

MLVOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, MLVOX may share significant positions with broad-market funds.

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