MVSNX Mutual Fund
MVSNX Mutual Fund
NAV$16.33
AUM$522,161.15
TER1.08%
Holdings35
MVSNX Mutual Fund
NAV$16.33
Mar Vista US Quality Fund Class Investor
AUM$522,161.15
TER1.08%
Holdings35
MVSNX Mutual Fund Overlap Analysis
MVSNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MVSNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, MVSNX may share significant positions with broad-market funds.
MVSNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MVSNX tax-loss harvesting finds highly correlated but non-identical funds.