MVRRX Mutual Fund Analysis & Holdings | MarketXLS

MVRRX Mutual Fund

NAV$55.01

AUM$212M

TER1.04%

Holdings73

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MVRRX Mutual Fund

NAV$55.01

MFS Value Fund Class R2

AUM$212M

TER1.04%

Holdings73

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

MVRRX Mutual Fund Overlap Analysis

MVRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MVRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 73 holdings, MVRRX may share significant positions with broad-market funds.

MVRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MVRRX tax-loss harvesting finds highly correlated but non-identical funds.