MGLJX Mutual Fund
MGLJX Mutual Fund
NAV$17.20
AUM$473,376.88
TER1.93%
Holdings65
See how much of MGLJX you already own
MGLJX Mutual Fund
NAV$17.20
MFS Global Real Estate Fund Class R1
AUM$473,376.88
TER1.93%
Holdings65
See how much of MGLJX you already own
MGLJX Mutual Fund Overlap Analysis
MGLJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGLJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, MGLJX may share significant positions with broad-market funds.
MGLJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGLJX tax-loss harvesting finds highly correlated but non-identical funds.