MEGBX Mutual Fund
MEGBX Mutual Fund
NAV$114.95
AUM$14M
TER1.61%
Holdings70
See how much of MEGBX you already own
MEGBX Mutual Fund
NAV$114.95
MFS Growth Fund Class B
AUM$14M
TER1.61%
Holdings70
See how much of MEGBX you already own
MEGBX Mutual Fund Overlap Analysis
MEGBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MEGBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, MEGBX may share significant positions with broad-market funds.
MEGBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MEGBX tax-loss harvesting finds highly correlated but non-identical funds.