NDVVX Mutual Fund
NDVVX Mutual Fund
NAV$18.65
AUM$1.3B
TER0.87%
Holdings136
See how much of NDVVX you already own
NDVVX Mutual Fund
NAV$18.65
MFS New Discovery Value Fund Class R6
AUM$1.3B
TER0.87%
Holdings136
See how much of NDVVX you already own
NDVVX Mutual Fund Overlap Analysis
NDVVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NDVVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, NDVVX may share significant positions with broad-market funds.
NDVVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NDVVX tax-loss harvesting finds highly correlated but non-identical funds.