MFWGX Mutual Fund
MFWGX Mutual Fund
NAV$18.74
AUM$3M
TER1.84%
Holdings912
See how much of MFWGX you already own
MFWGX Mutual Fund
NAV$18.74
MFS Global Total Return Fund Class R1
AUM$3M
TER1.84%
Holdings912
See how much of MFWGX you already own
MFWGX Mutual Fund Overlap Analysis
MFWGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFWGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 912 holdings, MFWGX may share significant positions with broad-market funds.
MFWGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFWGX tax-loss harvesting finds highly correlated but non-identical funds.