MGTIX Mutual Fund
MGTIX Mutual Fund
NAV$43.69
AUM$1.5B
TER0.46%
Holdings59
See how much of MGTIX you already own
MGTIX Mutual Fund
NAV$43.69
Massachusetts Investors Growth Stock Fund Class I
AUM$1.5B
TER0.46%
Holdings59
See how much of MGTIX you already own
MGTIX Mutual Fund Overlap Analysis
MGTIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGTIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, MGTIX may share significant positions with broad-market funds.
MGTIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGTIX tax-loss harvesting finds highly correlated but non-identical funds.