MGDNX Mutual Fund
MGDNX Mutual Fund
NAV$17.75
AUM$93M
TER1.12%
Holdings35
See how much of MGDNX you already own
MGDNX Mutual Fund
NAV$17.75
NYLIM Growth Allocation Fund Investor Class
AUM$93M
TER1.12%
Holdings35
See how much of MGDNX you already own
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.