MGLAX Mutual Fund
MGLAX Mutual Fund
NAV$17.69
AUM$45M
TER1.18%
Holdings65
See how much of MGLAX you already own
MGLAX Mutual Fund
NAV$17.69
MFS Global Real Estate Fund Class A
AUM$45M
TER1.18%
Holdings65
See how much of MGLAX you already own
MGLAX Mutual Fund Overlap Analysis
MGLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, MGLAX may share significant positions with broad-market funds.
MGLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGLAX tax-loss harvesting finds highly correlated but non-identical funds.