MGXNX Mutual Fund
MGXNX Mutual Fund
NAV$19.81
AUM$54M
TER1.16%
Holdings28
See how much of MGXNX you already own
MGXNX Mutual Fund
NAV$19.81
NYLI Equity Allocation Fund Investor Class
AUM$54M
TER1.16%
Holdings28
See how much of MGXNX you already own
MGXNX Mutual Fund Overlap Analysis
MGXNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGXNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, MGXNX may share significant positions with broad-market funds.
MGXNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGXNX tax-loss harvesting finds highly correlated but non-identical funds.