MGSMX Mutual Fund Analysis & Holdings | MarketXLS

MGSMX Mutual Fund

NAV$9.85

AUM$74M

TER0.34%

Holdings137

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MGSMX Mutual Fund

NAV$9.85

DWS Short Term Municipal Bond Fund Class Institutional

AUM$74M

TER0.34%

Holdings137

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MGSMX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MGSMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MGSMX Mutual Fund Overlap Analysis

MGSMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MGSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 137 holdings, MGSMX may share significant positions with broad-market funds.

MGSMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGSMX tax-loss harvesting finds highly correlated but non-identical funds.