MVCHX Mutual Fund
MVCHX Mutual Fund
NAV$32.93
AUM$843M
TER0.97%
Holdings157
See how much of MVCHX you already own
MVCHX Mutual Fund
NAV$32.93
MFS Mid Cap Value Fund Class R3
AUM$843M
TER0.97%
Holdings157
See how much of MVCHX you already own
MVCHX Mutual Fund Overlap Analysis
MVCHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MVCHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 157 holdings, MVCHX may share significant positions with broad-market funds.
MVCHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MVCHX tax-loss harvesting finds highly correlated but non-identical funds.