MGXCX Mutual Fund Analysis & Holdings | MarketXLS

MGXCX Mutual Fund

NAV$19.01

AUM$8M

TER1.91%

Holdings28

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MGXCX Mutual Fund

NAV$19.01

NYLI Equity Allocation Fund Class C

AUM$8M

TER1.91%

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

MGXCX Mutual Fund Overlap Analysis

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

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

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