MVCCX Mutual Fund
MVCCX Mutual Fund
NAV$30.67
AUM$50M
TER1.72%
Holdings157
See how much of MVCCX you already own
MVCCX Mutual Fund
NAV$30.67
MFS Mid Cap Value Fund Class C
AUM$50M
TER1.72%
Holdings157
See how much of MVCCX you already own
MVCCX Mutual Fund Overlap Analysis
MVCCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MVCCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 157 holdings, MVCCX may share significant positions with broad-market funds.
MVCCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MVCCX tax-loss harvesting finds highly correlated but non-identical funds.