MGXCX Mutual Fund
MGXCX Mutual Fund
NAV$18.58
AUM$8M
TER1.91%
Holdings28
See how much of MGXCX you already own
MGXCX Mutual Fund
NAV$18.58
NYLIM Equity Allocation Fund Class C
AUM$8M
TER1.91%
Holdings28
See how much of MGXCX you already own
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.