MGOCX Mutual Fund
MGOCX Mutual Fund
NAV$32.75
AUM$13M
TER1.91%
Holdings36
See how much of MGOCX you already own
MGOCX Mutual Fund
NAV$32.75
NYLI WMC Enduring Capital Fund Class C
AUM$13M
TER1.91%
Holdings36
See how much of MGOCX you already own
MGOCX Mutual Fund Overlap Analysis
MGOCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, MGOCX may share significant positions with broad-market funds.
MGOCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGOCX tax-loss harvesting finds highly correlated but non-identical funds.