MIGHX Mutual Fund
MIGHX Mutual Fund
NAV$41.17
AUM$277M
TER0.71%
Holdings57
MIGHX Mutual Fund
NAV$41.17
Massachusetts Investors Growth Stock Fund Class R3
AUM$277M
TER0.71%
Holdings57
MIGHX Mutual Fund Overlap Analysis
MIGHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIGHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, MIGHX may share significant positions with broad-market funds.
MIGHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIGHX tax-loss harvesting finds highly correlated but non-identical funds.