NDVBX Mutual Fund

NAV$17.17

AUM$238,546.15

TER1.96%

Holdings136

NDVBX Mutual Fund

NAV$17.17

MFS New Discovery Value Fund Class B

AUM$238,546.15

TER1.96%

Holdings136

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Holdings Overlap Analysis

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

NDVBX Mutual Fund Overlap Analysis

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

NDVBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, NDVBX may share significant positions with broad-market funds.

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