MVEIX Mutual Fund
MVEIX Mutual Fund
NAV$13.50
AUM$21M
TER1.48%
Holdings49
See how much of MVEIX you already own
MVEIX Mutual Fund
NAV$13.50
Monteagle Select Value Fund
AUM$21M
TER1.48%
Holdings49
See how much of MVEIX you already own
MVEIX Mutual Fund Overlap Analysis
MVEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MVEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, MVEIX may share significant positions with broad-market funds.
MVEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MVEIX tax-loss harvesting finds highly correlated but non-identical funds.