MGDCX Mutual Fund
MGDCX Mutual Fund
NAV$17.78
AUM$13M
TER1.87%
Holdings35
See how much of MGDCX you already own
MGDCX Mutual Fund
NAV$17.78
NYLI Growth Allocation Fund Class C
AUM$13M
TER1.87%
Holdings35
See how much of MGDCX you already own
MGDCX Mutual Fund Overlap Analysis
MGDCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGDCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, MGDCX may share significant positions with broad-market funds.
MGDCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGDCX tax-loss harvesting finds highly correlated but non-identical funds.