MGOIX Mutual Fund
MGOIX Mutual Fund
NAV$7.53
AUM$903M
TER0.60%
Holdings461
MGOIX Mutual Fund
NAV$7.53
NYLI MacKay US Infrastructure Bond Fund Class I
AUM$903M
TER0.60%
Holdings461
MGOIX Mutual Fund Overlap Analysis
MGOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 461 holdings, MGOIX may share significant positions with broad-market funds.
MGOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGOIX tax-loss harvesting finds highly correlated but non-identical funds.