MGVAX Mutual Fund Holdings Overlap Calculator | MarketXLS

MGVAX Mutual Fund

NAV$7.45

AUM$96M

TER0.85%

Holdings461

See what you own twice

Check MGVAX against your other funds. Free for up to 5.

Check my overlap

MGVAX Mutual Fund

NAV$7.45

NYLI MacKay US Infrastructure Bond Fund Class A

AUM$96M

TER0.85%

Holdings461

See what you own twice

Check MGVAX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

MGVAX Mutual Fund Overlap Analysis

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

MGVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 461 holdings, MGVAX may share significant positions with broad-market funds.

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