MUEVX Mutual Fund

NAV$45.22

AUM$356M

TER0.30%

Holdings112

See how much of MUEVX you already own

Just $25 once·$69/mo·Download sample

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MUEVX Mutual Fund

NAV$45.22

MFS Blended Research Core Equity Fund Class R6

AUM$356M

TER0.30%

Holdings112

See how much of MUEVX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MUEVX Mutual Fund Overlap Analysis

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

MUEVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, MUEVX may share significant positions with broad-market funds.

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