MVGIX Mutual Fund
MVGIX Mutual Fund
NAV$18.76
AUM$110M
TER0.74%
Holdings114
See how much of MVGIX you already own
MVGIX Mutual Fund
NAV$18.76
MFS Low Volatility Global Equity Fund Class I
AUM$110M
TER0.74%
Holdings114
See how much of MVGIX you already own
MVGIX Mutual Fund Overlap Analysis
MVGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MVGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, MVGIX may share significant positions with broad-market funds.
MVGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MVGIX tax-loss harvesting finds highly correlated but non-identical funds.