MLVTX Mutual Fund Analysis & Holdings | MarketXLS

MLVTX Mutual Fund

NAV$19.16

AUM$69M

TER0.57%

Holdings106

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

MLVTX Mutual Fund

NAV$19.16

MFS Low Volatility Equity Fund Class R6

AUM$69M

TER0.57%

Holdings106

See inside every fund you own

$149/yr 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 MLVTX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MLVTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MLVTX Mutual Fund Overlap Analysis

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

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

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