MGLBX Mutual Fund
MGLBX Mutual Fund
NAV$34.07
AUM$273M
TER1.33%
Holdings25
MGLBX Mutual Fund
NAV$34.07
Marsico Global Fund Investor Class
AUM$273M
TER1.33%
Holdings25
MGLBX Mutual Fund Overlap Analysis
MGLBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGLBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, MGLBX may share significant positions with broad-market funds.
MGLBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGLBX tax-loss harvesting finds highly correlated but non-identical funds.