MVGMX Mutual Fund Analysis & Holdings | MarketXLS

MVGMX Mutual Fund

NAV$18.68

AUM$139,213.6

TER0.74%

Holdings114

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MVGMX Mutual Fund

NAV$18.68

MFS Low Volatility Global Equity Fund Class R4

AUM$139,213.6

TER0.74%

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 MVGMX 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 MVGMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.