MEIGX Mutual Fund
MEIGX Mutual Fund
NAV$52.32
AUM$9M
TER1.54%
Holdings76
See how much of MEIGX you already own
MEIGX Mutual Fund
NAV$52.32
MFS Value Fund Class R1
AUM$9M
TER1.54%
Holdings76
See how much of MEIGX you already own
MEIGX Mutual Fund Overlap Analysis
MEIGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MEIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, MEIGX may share significant positions with broad-market funds.
MEIGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MEIGX tax-loss harvesting finds highly correlated but non-identical funds.