MAGSX Mutual Fund Analysis & Holdings | MarketXLS

MAGSX Mutual Fund

NAV$13.77

AUM$56M

TER1.00%

Holdings16

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MAGSX Mutual Fund

NAV$13.77

Madison Aggressive Allocation Fund Class A

AUM$56M

TER1.00%

Holdings16

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MAGSX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MAGSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MAGSX Mutual Fund Overlap Analysis

MAGSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MAGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, MAGSX may share significant positions with broad-market funds.

MAGSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MAGSX tax-loss harvesting finds highly correlated but non-identical funds.