NDVUX Mutual Fund

NAV$18.60

AUM$55M

TER0.96%

Holdings136

NDVUX Mutual Fund

NAV$18.60

MFS New Discovery Value Fund Class R4

AUM$55M

TER0.96%

Holdings136

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Holdings Overlap Analysis

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

NDVUX Mutual Fund Overlap Analysis

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

NDVUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 136 holdings, NDVUX may share significant positions with broad-market funds.

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