MGLIX Mutual Fund Holdings Overlap Calculator | MarketXLS

MGLIX Mutual Fund

NAV$17.94

AUM$764M

TER0.93%

Holdings65

See what you own twice

Check MGLIX against your other funds. Free for up to 5.

Check my overlap

MGLIX Mutual Fund

NAV$17.94

MFS Global Real Estate Fund Class I

AUM$764M

TER0.93%

Holdings65

See what you own twice

Check MGLIX against your other funds. Free for up to 5.

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MGLIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MGLIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MGLIX Mutual Fund Overlap Analysis

MGLIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MGLIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, MGLIX may share significant positions with broad-market funds.

MGLIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGLIX tax-loss harvesting finds highly correlated but non-identical funds.