MPWVX Mutual Fund

NAV$8.88

AUM$6M

TER0.55%

Holdings124

MPWVX Mutual Fund

NAV$8.88

MFS West Virginia Municipal Bond Fund Class R6

AUM$6M

TER0.55%

Holdings124

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Holdings Overlap Analysis

Compare MPWVX 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 MPWVX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MPWVX Mutual Fund Overlap Analysis

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

MPWVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 124 holdings, MPWVX may share significant positions with broad-market funds.

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