MVCJX Mutual Fund
MVCJX Mutual Fund
NAV$35.79
AUM$257M
TER0.72%
Holdings155
MVCJX Mutual Fund
NAV$35.79
MFS Mid Cap Value Fund Class R4
AUM$257M
TER0.72%
Holdings155
MVCJX Mutual Fund Overlap Analysis
MVCJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MVCJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 155 holdings, MVCJX may share significant positions with broad-market funds.
MVCJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MVCJX tax-loss harvesting finds highly correlated but non-identical funds.