MVSIX Mutual Fund

NAV$17.25

AUM$12M

TER0.72%

Holdings35

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MVSIX Mutual Fund

NAV$17.25

Mar Vista US Quality Fund Class Institutional

AUM$12M

TER0.72%

Holdings35

See inside every fund you own

$99/yr 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 MVSIX 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 MVSIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MVSIX Mutual Fund Overlap Analysis

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

MVSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, MVSIX may share significant positions with broad-market funds.

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