MSVAX Mutual Fund Analysis & Holdings | MarketXLS

MSVAX Mutual Fund

NAV$10.18

AUM$207M

TER0.82%

Holdings234

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MSVAX Mutual Fund

NAV$10.18

MFS Virginia Municipal Bond Fund Class A

AUM$207M

TER0.82%

Holdings234

See inside every fund you own

$45/quarter 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 MSVAX 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 MSVAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MSVAX Mutual Fund Overlap Analysis

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

MSVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 234 holdings, MSVAX may share significant positions with broad-market funds.

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