MGLDX Mutual Fund
MGLDX Mutual Fund
NAV$17.79
AUM$78,835.24
TER1.93%
Holdings65
See how much of MGLDX you already own
MGLDX Mutual Fund
NAV$17.79
MFS Global Real Estate Fund Class B
AUM$78,835.24
TER1.93%
Holdings65
See how much of MGLDX you already own
MGLDX Mutual Fund Overlap Analysis
MGLDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGLDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, MGLDX may share significant positions with broad-market funds.
MGLDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGLDX tax-loss harvesting finds highly correlated but non-identical funds.