# Portfolio overlap — MVCKX vs VMVIX

Comparing **MFS Mid Cap Value Fund** (2026-03-31) and **VANGUARD MID-CAP VALUE INDEX FUND** (2026-03-31).

- Shared positions: 51
- MFS Mid Cap Value Fund covered by VANGUARD MID-CAP VALUE INDEX FUND: 0.2603817733486551051014131166
- VANGUARD MID-CAP VALUE INDEX FUND covered by MFS Mid Cap Value Fund: 0.2603817733486551051014131167

## MFS Mid Cap Value Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VALERO ENERGY CORP | 0.014159 | ✓ |
| FLEX LTD | 0.014103 |  |
| MFS Institutional Money Market Portfolio, Class A | 0.013901 |  |
| PG&E CORP | 0.012550 | ✓ |
| PERMIAN RESOURCES CORP CL A | 0.012448 |  |
| HARTFORD INSURANCE GROUP INC/THE | 0.012280 | ✓ |
| CORNING INC | 0.012202 | ✓ |
| TARGA RESOURCES CORP | 0.012103 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.011978 | ✓ |
| NORTHERN TRUST CORP | 0.010856 | ✓ |
| DIAMONDBACK ENERGY INC | 0.010545 | ✓ |
| RAYMOND JAMES FINANCIAL INC. | 0.010406 | ✓ |
| CMS ENERGY CORP | 0.010364 | ✓ |
| L3HARRIS TECHNOLOGIES INC | 0.010332 | ✓ |
| US FOODS HOLDING CORP | 0.010251 |  |
| PUB SERV ENTERP | 0.010233 | ✓ |
| ALLIANT ENERGY CORPORATION | 0.010225 | ✓ |
| M&T BANK CORP | 0.010148 | ✓ |
| WILLIS TOWERS WATSON PLC | 0.009972 |  |
| AGILENT TECHNOLOGIES INC | 0.009963 |  |
| TECHNIPFMC PLC | 0.009884 |  |
| PULTEGROUP INC | 0.009702 | ✓ |
| EXPAND ENERGY CORP | 0.009509 |  |
| ROSS STORES INC | 0.009171 |  |
| ALLEGION PLC | 0.009150 |  |
| NVENT ELECTRIC PLC | 0.008974 |  |
| JONES LANG LASALLE INC | 0.008958 |  |
| ARAMARK | 0.008760 |  |
| SEMPRA ENERGY | 0.008719 | ✓ |
| CENTERPOINT ENERGY INC | 0.008711 | ✓ |
| PINNACLE WEST CAPITAL CORP | 0.008509 |  |
| BRIXMOR PROPERTY | 0.008476 |  |
| ASSURANT INC | 0.008465 |  |
| VENTAS INC REIT | 0.008303 |  |
| EXTRA SPACE STORAGE INC | 0.008252 |  |
| KENVUE INC | 0.008206 | ✓ |
| AGCO CORP | 0.008148 |  |
| WP CAREY INC | 0.008088 |  |
| SEAGATE TECHNOLOGY HOLDINGS PLC | 0.008071 |  |
| REGIONS FINANCIAL CORP | 0.008057 | ✓ |
| Plains GP Holdings LP LTD PARTNER INT CL A NEW IN | 0.007900 |  |
| VIKING HOLDINGS LTD | 0.007749 |  |
| JACOBS SOLUTIONS INC | 0.007674 |  |
| ATMOS ENERGY CORP | 0.007626 |  |
| EQUITY LIFESTYLE PPTYS INC | 0.007531 |  |
| EASTMAN CHEMICAL CO | 0.007517 |  |
| VICI PROPERTIES | 0.007473 | ✓ |
| GLOBAL PAYMENTS INC | 0.007402 | ✓ |
| ENTEGRIS INC | 0.007396 |  |
| Aptiv PLC | 0.007350 |  |

## VANGUARD MID-CAP VALUE INDEX FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SLB LTD | 0.014380 |  |
| CUMMINS INC | 0.013910 |  |
| VALERO ENERGY CORP | 0.013825 | ✓ |
| PHILLIPS 66 | 0.013662 |  |
| MARATHON PETROLEUM CORP | 0.013467 |  |
| CRH PLC | 0.013145 |  |
| GENERAL MOTORS CO | 0.012602 |  |
| WARNER BROS DISCOVERY INC | 0.012106 |  |
| L3HARRIS TECHNOLOGIES INC | 0.012063 | ✓ |
| DIGITAL REALTY TRUST INC | 0.011587 |  |
| TE CONNECTIVITY | 0.011477 |  |
| PACCAR INC | 0.011366 | ✓ |
| BAKER HUGHES CO | 0.011290 | ✓ |
| NEWMONT CORP | 0.011018 |  |
| CENCORA INC | 0.010863 | ✓ |
| CORTEVA INC | 0.010699 |  |
| ONEOK INC | 0.010652 |  |
| CHENIERE ENERGY INC | 0.010603 |  |
| ARTHUR J GALLAGHAR AND CO | 0.010420 |  |
| TARGET CORP | 0.010269 |  |
| DOMINION ENERGY INC | 0.010166 |  |
| ALLSTATE CORPORATION | 0.010070 |  |
| ENTERGY CORP | 0.009524 |  |
| CARDINAL HEALTH INC | 0.009305 |  |
| XCEL ENERGY INC | 0.009274 |  |
| EXELON CORP | 0.009260 |  |
| KEYSIGHT TECHNOLOGIES INC | 0.009078 |  |
| OCCIDENTAL PETROLEUM CORP | 0.008997 |  |
| UNITED RENTALS INC | 0.008589 |  |
| WESTERN DIGITAL CORP | 0.008580 |  |
| FERGUSON ENTERPRISES INC | 0.008535 | ✓ |
| FORD MOTOR CO | 0.008462 |  |
| BECTON DICKINSON and CO | 0.008378 | ✓ |
| CARRIER GLOBAL CORP | 0.008367 |  |
| WILLIAMS COS INC | 0.008318 |  |
| NASDAQ INC | 0.008127 |  |
| DELTA AIR LI | 0.008125 | ✓ |
| PUBLIC STORAGE | 0.008007 |  |
| WESTINGHOUSE AIR BRAKE TECH CORP | 0.007974 | ✓ |
| FIFTH THIRD BANCORP | 0.007822 | ✓ |
| KROGER CO | 0.007712 |  |
| CONSOLIDATED EDISON INC | 0.007651 |  |
| EBAY INC | 0.007630 |  |
| AMERIPRISE FINANCIAL INC | 0.007582 |  |
| AMERICAN INTERNATIONAL GROUP | 0.007555 | ✓ |
| PUB SERV ENTERP | 0.007555 | ✓ |
| JOHNSON CONTROLS | 0.007499 |  |
| CBRE GROUP INC - CL A | 0.007482 |  |
| STRATEGY INC CL A | 0.007336 |  |
| METLIFE INC | 0.007335 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-050726` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/911637/000141036826050726/0001410368-26-050726-index.htm>
- N-PORT (fund B) — accession `0000036405-26-000322` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/36405/000003640526000322/0000036405-26-000322-index.htm>

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