MVSNX Mutual Fund
MVSNX Mutual Fund
NAV$16.33
AUM$522,161.15
TER1.08%
Holdings35
See how much of MVSNX you already own
MVSNX Mutual Fund
NAV$16.33
Mar Vista US Quality Fund Class Investor
AUM$522,161.15
TER1.08%
Holdings35
See how much of MVSNX you already own
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.