MVTRX Mutual Fund

NAV$11.16

AUM$116M

TER0.75%

Holdings71

MVTRX Mutual Fund

NAV$11.16

Transamerica Mid Cap Value Opportunities Fund Class R6

AUM$116M

TER0.75%

Holdings71

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Holdings Overlap Analysis

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

MVTRX Mutual Fund Overlap Analysis

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

MVTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, MVTRX may share significant positions with broad-market funds.

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