Compare MVA · REIT
MVA and REIT hold 314 companies between them. None is in both, and 0.0% of each fund is the same companies.
Return, last year
Price only, last year, each fund starting at 100. Switch to total return to add distributions.
Side by side
Holdings, fund by fund
- Real Estate
- Health Care
- Information Technology
- Consumer Discretionary
- Financials
- GPTGPT GROUPIn 1 of 2MVA10.2%REITnot held
- MGRMIRVAC GROUPIn 1 of 2MVA10.1%REITnot held
- DXSDEXUSIn 1 of 2MVA10.1%REITnot held
- SCGSCENTRE GROUPIn 1 of 2MVA10.1%REITnot held
- SGPSTOCKLANDIn 1 of 2MVA10.0%REITnot held
- CHCCHARTER HALL GROUPIn 1 of 2MVA9.9%REITnot held
- GMGGOODMAN GROUPIn 1 of 2MVA9.9%REITnot held
- WELLWELLTOWER INCIn 1 of 2MVAnot heldREIT9.9%
- VCXVICINITY CENTRESIn 1 of 2MVA9.8%REITnot held
- PLDPROLOGIS INCIn 1 of 2MVAnot heldREIT7.4%
What each fund is in
Each figure is the company's weight inside that fund, so the funds are read against each other and nothing is added up. A company listed on two exchanges counts once in a fund. Each bar in the mix is one fund as 100% of itself.
What MVA already gives you
- MVA and REIT share 0 companies0.0%
Overlap is the smaller weight in every company both funds hold: the share of each fund the other already covers. Grouped by company, so a listing on two exchanges is one holding.
What each fund changed
Reading the holdings history…
Holdings are published monthly, so this is the last publication, not this week. A re-weight counts once it moves 0.25 points of the fund or more — below that, weights are just prices moving.