MVGNX Mutual Fund
MVGNX Mutual Fund
NAV$18.30
AUM$150M
TER0.68%
Holdings114
See how much of MVGNX you already own
MVGNX Mutual Fund
NAV$18.30
MFS Low Volatility Global Equity Fund Class R6
AUM$150M
TER0.68%
Holdings114
See how much of MVGNX you already own
MVGNX Mutual Fund Overlap Analysis
MVGNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MVGNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, MVGNX may share significant positions with broad-market funds.
MVGNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MVGNX tax-loss harvesting finds highly correlated but non-identical funds.