MVCGX Mutual Fund
MVCGX Mutual Fund
NAV$29.73
AUM$8M
TER1.72%
Holdings155
See how much of MVCGX you already own
MVCGX Mutual Fund
NAV$29.73
MFS Mid Cap Value Fund Class R1
AUM$8M
TER1.72%
Holdings155
See how much of MVCGX you already own
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.