NDVSX Mutual Fund
NDVSX Mutual Fund
NAV$18.31
AUM$4M
TER1.47%
Holdings136
See how much of NDVSX you already own
NDVSX Mutual Fund
NAV$18.31
MFS New Discovery Value Fund Class R2
AUM$4M
TER1.47%
Holdings136
See how much of NDVSX you already own
NDVSX Mutual Fund Overlap Analysis
NDVSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NDVSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, NDVSX may share significant positions with broad-market funds.
NDVSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NDVSX tax-loss harvesting finds highly correlated but non-identical funds.