MGXBX Mutual Fund Analysis & Holdings | MarketXLS

MGXBX Mutual Fund

NAV$15.80

AUM$2M

TER1.85%

Holdings28

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MGXBX Mutual Fund

NAV$15.80

NYLI Equity Allocation Fund Class B

AUM$2M

TER1.85%

Holdings28

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

MGXBX Mutual Fund Overlap Analysis

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

MGXBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, MGXBX may share significant positions with broad-market funds.

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