MGATX Mutual Fund
MGATX Mutual Fund
NAV$8.96
AUM$30M
TER0.65%
Holdings198
See how much of MGATX you already own
MGATX Mutual Fund
NAV$8.96
MFS Georgia Municipal Bond Fund Class I
AUM$30M
TER0.65%
Holdings198
See how much of MGATX you already own
MGATX Mutual Fund Overlap Analysis
MGATX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGATX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 198 holdings, MGATX may share significant positions with broad-market funds.
MGATX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGATX tax-loss harvesting finds highly correlated but non-identical funds.