MGBAX Mutual Fund

NAV$8.05

AUM$16M

TER0.94%

Holdings927

See how much of MGBAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

MGBAX Mutual Fund

NAV$8.05

MFS Global Opportunistic Bond Fund Class A

AUM$16M

TER0.94%

Holdings927

See how much of MGBAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MGBAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MGBAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MGBAX Mutual Fund Overlap Analysis

MGBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MGBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 927 holdings, MGBAX may share significant positions with broad-market funds.

MGBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGBAX tax-loss harvesting finds highly correlated but non-identical funds.