MVRRX Mutual Fund
MVRRX Mutual Fund
NAV$52.57
AUM$202M
TER1.04%
Holdings76
See how much of MVRRX you already own
MVRRX Mutual Fund
NAV$52.57
MFS Value Fund Class R2
AUM$202M
TER1.04%
Holdings76
See how much of MVRRX you already own
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 76 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.