MAFGX Mutual Fund
MAFGX Mutual Fund
NAV$40.45
AUM$850M
TER0.67%
Holdings38
MAFGX Mutual Fund
NAV$40.45
BlackRock Capital Appreciation Fund, Inc. Institutional Class
AUM$850M
TER0.67%
Holdings38
MAFGX Mutual Fund Overlap Analysis
MAFGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MAFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, MAFGX may share significant positions with broad-market funds.
MAFGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MAFGX tax-loss harvesting finds highly correlated but non-identical funds.