MVGAX Mutual Fund
MVGAX Mutual Fund
NAV$18.27
AUM$37M
TER0.99%
Holdings120
See how much of MVGAX you already own
MVGAX Mutual Fund
NAV$18.27
MFS Low Volatility Global Equity Fund Class A
AUM$37M
TER0.99%
Holdings120
See how much of MVGAX you already own
MVGAX Mutual Fund Overlap Analysis
MVGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MVGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 120 holdings, MVGAX may share significant positions with broad-market funds.
MVGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MVGAX tax-loss harvesting finds highly correlated but non-identical funds.