MGDBX Mutual Fund
MGDBX Mutual Fund
NAV$15.12
AUM$3M
TER1.82%
Holdings35
See how much of MGDBX you already own
MGDBX Mutual Fund
NAV$15.12
NYLI Growth Allocation Fund Class B
AUM$3M
TER1.82%
Holdings35
See how much of MGDBX you already own
MGDBX Mutual Fund Overlap Analysis
MGDBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGDBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, MGDBX may share significant positions with broad-market funds.
MGDBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGDBX tax-loss harvesting finds highly correlated but non-identical funds.