MIGKX Mutual Fund
MIGKX Mutual Fund
NAV$42.72
AUM$159M
TER0.46%
Holdings57
MIGKX Mutual Fund
NAV$42.72
Massachusetts Investors Growth Stock Fund Class R4
AUM$159M
TER0.46%
Holdings57
MIGKX Mutual Fund Overlap Analysis
MIGKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIGKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, MIGKX may share significant positions with broad-market funds.
MIGKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIGKX tax-loss harvesting finds highly correlated but non-identical funds.