MVGLX Mutual Fund
MVGLX Mutual Fund
NAV$18.82
AUM$140,231.43
TER0.99%
Holdings114
MVGLX Mutual Fund
NAV$18.82
MFS Low Volatility Global Equity Fund Class R3
AUM$140,231.43
TER0.99%
Holdings114
MVGLX Mutual Fund Overlap Analysis
MVGLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MVGLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, MVGLX may share significant positions with broad-market funds.
MVGLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MVGLX tax-loss harvesting finds highly correlated but non-identical funds.