MGFSX Mutual Fund
MGFSX Mutual Fund
NAV$8.64
TER1.03%
Holdings64
MGFSX Mutual Fund
NAV$8.64
MassMutual Global Fund Class R5
TER1.03%
Holdings64
MGFSX Mutual Fund Overlap Analysis
MGFSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 64 holdings, MGFSX may share significant positions with broad-market funds.
MGFSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGFSX tax-loss harvesting finds highly correlated but non-identical funds.