MSDVX Mutual Fund

NAV$22.65

AUM$36M

TER0.97%

Holdings85

MSDVX Mutual Fund

NAV$22.65

BlackRock Equity Dividend Fund Class S

AUM$36M

TER0.97%

Holdings85

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Holdings Overlap Analysis

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

MSDVX Mutual Fund Overlap Analysis

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

MSDVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, MSDVX may share significant positions with broad-market funds.

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