MGDSX Mutual Fund Analysis & Holdings | MarketXLS

MGDSX Mutual Fund

NAV$18.21

AUM$8M

TER1.17%

Holdings35

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MGDSX Mutual Fund

NAV$18.21

NYLI Growth Allocation Fund Simple Class

AUM$8M

TER1.17%

Holdings35

See inside every fund you own

$45/quarter 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 MGDSX 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 MGDSX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MGDSX Mutual Fund Overlap Analysis

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

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

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