MVGMX Mutual Fund
MVGMX Mutual Fund
NAV$18.70
AUM$140,789.88
TER0.74%
Holdings114
See how much of MVGMX you already own
MVGMX Mutual Fund
NAV$18.70
MFS Low Volatility Global Equity Fund Class R4
AUM$140,789.88
TER0.74%
Holdings114
See how much of MVGMX you already own
MVGMX Mutual Fund Overlap Analysis
MVGMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MVGMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, MVGMX may share significant positions with broad-market funds.
MVGMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MVGMX tax-loss harvesting finds highly correlated but non-identical funds.