MVCAX Mutual Fund

NAV$35.16

AUM$2.2B

TER0.97%

Holdings155

MVCAX Mutual Fund

NAV$35.16

MFS Mid Cap Value Fund Class A

AUM$2.2B

TER0.97%

Holdings155

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Holdings Overlap Analysis

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

MVCAX Mutual Fund Overlap Analysis

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

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

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