MGWRX Mutual Fund

NAV$59.92

AUM$2M

TER1.47%

Holdings78

MGWRX Mutual Fund

NAV$59.92

MFS Global Growth Fund Cl R2

AUM$2M

TER1.47%

Holdings78

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Holdings Overlap Analysis

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

MGWRX Mutual Fund Overlap Analysis

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

MGWRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, MGWRX may share significant positions with broad-market funds.

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