MGALX Mutual Fund
MGALX Mutual Fund
NAV$26.79
AUM$77M
TER1.19%
Holdings22
See how much of MGALX you already own
MGALX Mutual Fund
NAV$26.79
MFS Growth Allocation Fund Class R2
AUM$77M
TER1.19%
Holdings22
See how much of MGALX you already own
MGALX Mutual Fund Overlap Analysis
MGALX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGALX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, MGALX may share significant positions with broad-market funds.
MGALX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGALX tax-loss harvesting finds highly correlated but non-identical funds.