MVCGX Mutual Fund
MVCGX Mutual Fund
NAV$31.52
AUM$8M
TER1.72%
Holdings155
MVCGX Mutual Fund
NAV$31.52
MFS Mid Cap Value Fund Class R1
AUM$8M
TER1.72%
Holdings155
MVCGX Mutual Fund Overlap Analysis
MVCGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MVCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 155 holdings, MVCGX may share significant positions with broad-market funds.
MVCGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MVCGX tax-loss harvesting finds highly correlated but non-identical funds.