MDVWX Mutual Fund

NAV$9.22

AUM$142,458.06

TER0.16%

Holdings117

MDVWX Mutual Fund

NAV$9.22

Manning & Napier Disciplined Value Series Class W

AUM$142,458.06

TER0.16%

Holdings117

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Holdings Overlap Analysis

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

MDVWX Mutual Fund Overlap Analysis

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

MDVWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 117 holdings, MDVWX may share significant positions with broad-market funds.

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