MGLLX Mutual Fund
MGLLX Mutual Fund
NAV$17.82
AUM$3M
TER1.18%
Holdings65
MGLLX Mutual Fund
NAV$17.82
MFS Global Real Estate Fund Class R3
AUM$3M
TER1.18%
Holdings65
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.