MLVPX Mutual Fund
MLVPX Mutual Fund
NAV$19.46
AUM$545,652.06
TER0.89%
Holdings106
See how much of MLVPX you already own
MLVPX Mutual Fund
NAV$19.46
MFS Low Volatility Equity Fund Class R3
AUM$545,652.06
TER0.89%
Holdings106
See how much of MLVPX you already own
MLVPX Mutual Fund Overlap Analysis
MLVPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MLVPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, MLVPX may share significant positions with broad-market funds.
MLVPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MLVPX tax-loss harvesting finds highly correlated but non-identical funds.