Fund comparison · from official SEC filings
MCBVX vs MVCKX: how much do they overlap?
MFS Mid Cap Value Fund and MFS Mid Cap Value Fund
vs
MCBVX and MVCKX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
MCBVX
MVCKX
V
VLOVALERO ENERGY CORP
1.42%
1.42%
F
FLEXFLEX LTD
1.41%
1.41%
?
—MFS Institutional Money Market Portfolio
1.39%
1.39%
P
PCGP G & E CORP
1.26%
1.26%
P
PRPERMIAN RESOURCES CORP-CL A
1.24%
1.24%
H
HIGHARTFORD INSURANCE GROUP INC
1.23%
1.23%
G
GLWCORNING INC
1.22%
1.22%
T
TRGPTARGA RESOURCES CORP
1.21%
1.21%
W
WABWABTEC CORP
1.20%
1.20%
N
NTRSNORTHERN TRUST CORP
1.09%
1.09%
F
FANGDIAMONDBACK ENERGY INC
1.05%
1.05%
R
RJFRAYMOND JAMES FINANCIAL INC
1.04%
1.04%
C
CMSCMS ENERGY CORP
1.04%
1.04%
L
LHXL3HARRIS TECHNOLOGIES INC
1.03%
1.03%
U
USFDUS FOODS HOLDING CORP
1.03%
1.03%
P
PEGPUBLIC SERVICE ENTERPRISE GP
1.02%
1.02%
L
LNTALLIANT ENERGY CORP
1.02%
1.02%
M
MTBM & T BANK CORP
1.01%
1.01%
W
WTWWILLIS TOWERS WATSON PLC
1.00%
1.00%
A
AAGILENT TECHNOLOGIES INC
1.00%
1.00%
F
FTITECHNIPFMC PLC
0.99%
0.99%
P
PHMPULTEGROUP INC
0.97%
0.97%
E
EXEEXPAND ENERGY CORP
0.95%
0.95%
R
ROSTROSS STORES INC
0.92%
0.92%
A
ALLEALLEGION PLC
0.92%
0.92%
Only in MCBVX
Nothing exclusive.
Only in MVCKX
Nothing exclusive.
Hold MCBVX and MVCKX together? See your combined true holdings, overlap, and blended fees — free, no signup.
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11% overlap
MVCKX vs BBVLXBridge Builder Large Cap Value Fund
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Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.