MGVCX Mutual Fund
MGVCX Mutual Fund
NAV$7.46
AUM$5M
TER1.86%
Holdings461
MGVCX Mutual Fund
NAV$7.46
NYLI MacKay US Infrastructure Bond Fund Class C
AUM$5M
TER1.86%
Holdings461
MGVCX Mutual Fund Overlap Analysis
MGVCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGVCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 461 holdings, MGVCX may share significant positions with broad-market funds.
MGVCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGVCX tax-loss harvesting finds highly correlated but non-identical funds.