MSVNX Mutual Fund
MSVNX Mutual Fund
NAV$7.52
TER1.56%
Holdings190
MSVNX Mutual Fund
NAV$7.52
MassMutual Small Company Value Fund Class R3
TER1.56%
Holdings190
MSVNX Mutual Fund Overlap Analysis
MSVNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSVNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 190 holdings, MSVNX may share significant positions with broad-market funds.
MSVNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSVNX tax-loss harvesting finds highly correlated but non-identical funds.