MCGRX Mutual Fund

NAV$18.58

AUM$7M

TER1.88%

Holdings44

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$99/yr Pro · 7-day refund

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MCGRX Mutual Fund

NAV$18.58

BlackRock National Resource Class C

AUM$7M

TER1.88%

Holdings44

See inside every fund you own

$99/yr Pro · 7-day refund

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

MCGRX Mutual Fund Overlap Analysis

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

MCGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, MCGRX may share significant positions with broad-market funds.

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