MGVDX Mutual Fund
MGVDX Mutual Fund
NAV$7.33
AUM$253M
TER0.51%
Holdings461
See how much of MGVDX you already own
MGVDX Mutual Fund
NAV$7.33
NYLIM MacKay US Infrastructure Bond Fund Class R6
AUM$253M
TER0.51%
Holdings461
See how much of MGVDX you already own
MGVDX Mutual Fund Overlap Analysis
MGVDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGVDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 461 holdings, MGVDX may share significant positions with broad-market funds.
MGVDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGVDX tax-loss harvesting finds highly correlated but non-identical funds.