MGTIX Mutual Fund Holdings Overlap Calculator | MarketXLS

MGTIX Mutual Fund

NAV$44.36

AUM$1.5B

TER0.46%

Holdings57

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MGTIX Mutual Fund

NAV$44.36

Massachusetts Investors Growth Stock Fund Class I

AUM$1.5B

TER0.46%

Holdings57

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 MGTIX 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 MGTIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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 57 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.