MGTSX Mutual Fund
MGTSX Mutual Fund
NAV$37.43
TER0.85%
Holdings38
MGTSX Mutual Fund
NAV$37.43
MSIF Global Opportunity Portfolio Class R6
TER0.85%
Holdings38
MGTSX Mutual Fund Overlap Analysis
MGTSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGTSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, MGTSX may share significant positions with broad-market funds.
MGTSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGTSX tax-loss harvesting finds highly correlated but non-identical funds.