MIGFX Mutual Fund
MIGFX Mutual Fund
NAV$42.09
AUM$4.4B
TER0.71%
Holdings57
MIGFX Mutual Fund
NAV$42.09
Massachusetts Investors Growth Stock Fund Class A
AUM$4.4B
TER0.71%
Holdings57
MIGFX Mutual Fund Overlap Analysis
MIGFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIGFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, MIGFX may share significant positions with broad-market funds.
MIGFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIGFX tax-loss harvesting finds highly correlated but non-identical funds.