MLVGX Mutual Fund

NAV$18.61

AUM$13M

TER1.64%

Holdings106

MLVGX Mutual Fund

NAV$18.61

MFS Low Volatility Equity Fund Class C

AUM$13M

TER1.64%

Holdings106

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Holdings Overlap Analysis

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

MLVGX Mutual Fund Overlap Analysis

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

MLVGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 106 holdings, MLVGX may share significant positions with broad-market funds.

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