MCGFX Mutual Fund Analysis & Holdings | MarketXLS

MCGFX Mutual Fund

NAV$12.00

AUM$168M

TER0.90%

Holdings81

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MCGFX Mutual Fund

NAV$12.00

AMG GW&K Small Cap Growth Fund Class N

AUM$168M

TER0.90%

Holdings81

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 MCGFX 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 MCGFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MCGFX Mutual Fund Overlap Analysis

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

MCGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, MCGFX may share significant positions with broad-market funds.

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