MGLRX Mutual Fund
MGLRX Mutual Fund
NAV$17.68
AUM$1.4B
TER0.84%
Holdings65
See how much of MGLRX you already own
MGLRX Mutual Fund
NAV$17.68
MFS Global Real Estate Fund Class R6
AUM$1.4B
TER0.84%
Holdings65
See how much of MGLRX you already own
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.