MIGCX Mutual Fund
MIGCX Mutual Fund
NAV$59.41
TER1.56%
Holdings72
MIGCX Mutual Fund
NAV$59.41
Invesco Main Street Fund Class C
TER1.56%
Holdings72
MIGCX Mutual Fund Overlap Analysis
MIGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, MIGCX may share significant positions with broad-market funds.
MIGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIGCX tax-loss harvesting finds highly correlated but non-identical funds.