MGLKX Mutual Fund
MGLKX Mutual Fund
NAV$17.88
AUM$2M
TER1.43%
Holdings65
See how much of MGLKX you already own
MGLKX Mutual Fund
NAV$17.88
MFS Global Real Estate Fund Class R2
AUM$2M
TER1.43%
Holdings65
See how much of MGLKX you already own
MGLKX Mutual Fund Overlap Analysis
MGLKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGLKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, MGLKX may share significant positions with broad-market funds.
MGLKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGLKX tax-loss harvesting finds highly correlated but non-identical funds.