MGQLX Mutual Fund
NAV$12.38
AUM$2M
TER1.65%
Holdings39
MGQLX Mutual Fund
NAV$12.38
MSIF Global Stars Portfolio - Class L
AUM$2M
TER1.65%
Holdings39
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MGQLX Mutual Fund Overlap Analysis
MGQLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGQLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, MGQLX may share significant positions with broad-market funds.
MGQLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGQLX tax-loss harvesting finds highly correlated but non-identical funds.