MGDAX Mutual Fund
MGDAX Mutual Fund
NAV$18.17
AUM$734M
TER0.93%
Holdings35
See how much of MGDAX you already own
MGDAX Mutual Fund
NAV$18.17
NYLI Growth Allocation Fund Class A
AUM$734M
TER0.93%
Holdings35
See how much of MGDAX you already own
MGDAX Mutual Fund Overlap Analysis
MGDAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGDAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, MGDAX may share significant positions with broad-market funds.
MGDAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGDAX tax-loss harvesting finds highly correlated but non-identical funds.