MCBVX Mutual Fund

NAV$32.82

AUM$852,224.13

TER1.72%

Holdings155

MCBVX Mutual Fund

NAV$32.82

MFS Mid Cap Value Fund Class B

AUM$852,224.13

TER1.72%

Holdings155

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Holdings Overlap Analysis

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

MCBVX Mutual Fund Overlap Analysis

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

MCBVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 155 holdings, MCBVX may share significant positions with broad-market funds.

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