MGLSX Mutual Fund
MGLSX Mutual Fund
TER0.56%
Holdings396
MGLSX Mutual Fund
Mercer Global Low Volatility Equity Fund Class I
TER0.56%
Holdings396
MGLSX Mutual Fund Overlap Analysis
MGLSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGLSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 396 holdings, MGLSX may share significant positions with broad-market funds.
MGLSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGLSX tax-loss harvesting finds highly correlated but non-identical funds.