MIGDX Mutual Fund Analysis & Holdings | MarketXLS

MIGDX Mutual Fund

NAV$29.95

AUM$37M

TER1.46%

Holdings57

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MIGDX Mutual Fund

NAV$29.95

Massachusetts Investors Growth Stock Fund Class C

AUM$37M

TER1.46%

Holdings57

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MIGDX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MIGDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MIGDX Mutual Fund Overlap Analysis

MIGDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MIGDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, MIGDX may share significant positions with broad-market funds.

MIGDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIGDX tax-loss harvesting finds highly correlated but non-identical funds.