MVGCX Mutual Fund
MVGCX Mutual Fund
NAV$18.43
AUM$4M
TER1.74%
Holdings114
MVGCX Mutual Fund
NAV$18.43
MFS Low Volatility Global Equity Fund Class C
AUM$4M
TER1.74%
Holdings114
MVGCX Mutual Fund Overlap Analysis
MVGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MVGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, MVGCX may share significant positions with broad-market funds.
MVGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MVGCX tax-loss harvesting finds highly correlated but non-identical funds.