MPGVX Mutual Fund
NAV$17.09
AUM$376M
TER0.74%
Holdings57
MPGVX Mutual Fund
NAV$17.09
Mondrian Global Equity Value Fund
AUM$376M
TER0.74%
Holdings57

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MPGVX Mutual Fund Overlap Analysis
MPGVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MPGVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, MPGVX may share significant positions with broad-market funds.
MPGVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MPGVX tax-loss harvesting finds highly correlated but non-identical funds.