MSVSX Mutual Fund
MSVSX Mutual Fund
NAV$9.78
TER0.96%
Holdings190
See how much of MSVSX you already own
MSVSX Mutual Fund
NAV$9.78
MassMutual Small Company Value Fund Class R5
TER0.96%
Holdings190
See how much of MSVSX you already own
MSVSX Mutual Fund Overlap Analysis
MSVSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 190 holdings, MSVSX may share significant positions with broad-market funds.
MSVSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSVSX tax-loss harvesting finds highly correlated but non-identical funds.