MGDNX Mutual Fund

NAV$18.24

AUM$93M

TER1.12%

Holdings35

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MGDNX Mutual Fund

NAV$18.24

NYLI Growth Allocation Fund Investor Class

AUM$93M

TER1.12%

Holdings35

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

MGDNX Mutual Fund Overlap Analysis

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

MGDNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, MGDNX may share significant positions with broad-market funds.

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