MVGJX Mutual Fund
MVGJX Mutual Fund
NAV$18.19
AUM$218,610.7
TER1.74%
Holdings114
See how much of MVGJX you already own
MVGJX Mutual Fund
NAV$18.19
MFS Low Volatility Global Equity Fund Class R1
AUM$218,610.7
TER1.74%
Holdings114
See how much of MVGJX you already own
MVGJX Mutual Fund Overlap Analysis
MVGJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MVGJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, MVGJX may share significant positions with broad-market funds.
MVGJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MVGJX tax-loss harvesting finds highly correlated but non-identical funds.