MPGVX Mutual Fund
MPGVX Mutual Fund
NAV$18.10
AUM$378M
TER0.74%
Holdings57
See how much of MPGVX you already own
MPGVX Mutual Fund
NAV$18.10
Mondrian Global Equity Value Fund
AUM$378M
TER0.74%
Holdings57
See how much of MPGVX you already own
MPGVX Mutual Fund Overlap Analysis
MPGVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MPGVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, MPGVX may share significant positions with broad-market funds.
MPGVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MPGVX tax-loss harvesting finds highly correlated but non-identical funds.