MGVAX Mutual Fund
MGVAX Mutual Fund
NAV$7.16
AUM$96M
TER0.85%
Holdings539
See how much of MGVAX you already own
MGVAX Mutual Fund
NAV$7.16
NYLIM MacKay US Infrastructure Bond Fund Class A
AUM$96M
TER0.85%
Holdings539
See how much of MGVAX you already own
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 539 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.