MIGBX Mutual Fund
MIGBX Mutual Fund
NAV$30.03
AUM$2M
TER1.46%
Holdings59
See how much of MIGBX you already own
MIGBX Mutual Fund
NAV$30.03
Massachusetts Investors Growth Stock Fund Class B
AUM$2M
TER1.46%
Holdings59
See how much of MIGBX you already own
MIGBX Mutual Fund Overlap Analysis
MIGBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIGBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, MIGBX may share significant positions with broad-market funds.
MIGBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIGBX tax-loss harvesting finds highly correlated but non-identical funds.