MIGBX Mutual Fund
MIGBX Mutual Fund
NAV$30.38
AUM$3M
TER1.46%
Holdings57
MIGBX Mutual Fund
NAV$30.38
Massachusetts Investors Growth Stock Fund Class B
AUM$3M
TER1.46%
Holdings57
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 57 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.