MGLLX Mutual Fund
MGLLX Mutual Fund
NAV$17.45
AUM$2M
TER1.18%
Holdings65
See how much of MGLLX you already own
MGLLX Mutual Fund
NAV$17.45
MFS Global Real Estate Fund Class R3
AUM$2M
TER1.18%
Holdings65
See how much of MGLLX you already own
MGLLX Mutual Fund Overlap Analysis
MGLLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGLLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, MGLLX may share significant positions with broad-market funds.
MGLLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGLLX tax-loss harvesting finds highly correlated but non-identical funds.