MLVOX Mutual Fund

NAV$19.18

AUM$306,929.48

TER1.14%

Holdings106

MLVOX Mutual Fund

NAV$19.18

MFS Low Volatility Equity Fund Class R2

AUM$306,929.48

TER1.14%

Holdings106

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Holdings Overlap Analysis

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

MLVOX Mutual Fund Overlap Analysis

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

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

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