MGLRX Mutual Fund

NAV$18.01

AUM$1.4B

TER0.84%

Holdings65

MGLRX Mutual Fund

NAV$18.01

MFS Global Real Estate Fund Class R6

AUM$1.4B

TER0.84%

Holdings65

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Holdings Overlap Analysis

Compare MGLRX 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 MGLRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MGLRX Mutual Fund Overlap Analysis

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

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

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