MVCJX Mutual Fund
MVCJX Mutual Fund
NAV$35.12
AUM$243M
TER0.72%
Holdings155
See how much of MVCJX you already own
MVCJX Mutual Fund
NAV$35.12
MFS Mid Cap Value Fund Class R4
AUM$243M
TER0.72%
Holdings155
See how much of MVCJX you already own
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.