MGLCX Mutual Fund
MGLCX Mutual Fund
NAV$17.37
AUM$4M
TER1.93%
Holdings65
See how much of MGLCX you already own
MGLCX Mutual Fund
NAV$17.37
MFS Global Real Estate Fund Class C
AUM$4M
TER1.93%
Holdings65
See how much of MGLCX you already own
MGLCX Mutual Fund Overlap Analysis
MGLCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, MGLCX may share significant positions with broad-market funds.
MGLCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGLCX tax-loss harvesting finds highly correlated but non-identical funds.