MGLVX Mutual Fund
MGLVX Mutual Fund
AUM$1.2B
TER0.31%
Holdings396
See how much of MGLVX you already own
MGLVX Mutual Fund
Mercer Global Low Volatility Equity Fund Class Y3
AUM$1.2B
TER0.31%
Holdings396
See how much of MGLVX you already own
MGLVX Mutual Fund Overlap Analysis
MGLVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGLVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 396 holdings, MGLVX may share significant positions with broad-market funds.
MGLVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGLVX tax-loss harvesting finds highly correlated but non-identical funds.