MVGJX Mutual Fund Holdings Overlap Calculator | MarketXLS

MVGJX Mutual Fund

NAV$18.56

AUM$217,042.5

TER1.74%

Holdings114

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MVGJX Mutual Fund

NAV$18.56

MFS Low Volatility Global Equity Fund Class R1

AUM$217,042.5

TER1.74%

Holdings114

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MVGJX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MVGJX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.