MVSRX Mutual Fund

NAV$17.29

AUM$226,691.31

TER0.64%

Holdings35

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MVSRX Mutual Fund

NAV$17.29

Mar Vista US Quality Fund Class Retirement

AUM$226,691.31

TER0.64%

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

MVSRX Mutual Fund Overlap Analysis

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

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

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