MVGBX Mutual Fund
MVGBX Mutual Fund
NAV$18.52
AUM$139,578.48
TER1.74%
Holdings114
See how much of MVGBX you already own
MVGBX Mutual Fund
NAV$18.52
MFS Low Volatility Global Equity Fund Class B
AUM$139,578.48
TER1.74%
Holdings114
See how much of MVGBX you already own
MVGBX Mutual Fund Overlap Analysis
MVGBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MVGBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, MVGBX may share significant positions with broad-market funds.
MVGBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MVGBX tax-loss harvesting finds highly correlated but non-identical funds.