MWFVX Mutual Fund

NAV$20.36

AUM$16M

TER1.08%

Holdings11

MWFVX Mutual Fund

NAV$20.36

NYLI Equity ETF Allocation Fund Simple Class

AUM$16M

TER1.08%

Holdings11

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Holdings Overlap Analysis

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

MWFVX Mutual Fund Overlap Analysis

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

MWFVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 11 holdings, MWFVX may share significant positions with broad-market funds.

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