MIGMX Mutual Fund Analysis & Holdings | MarketXLS

MIGMX Mutual Fund

NAV$29.29

AUM$8M

TER1.46%

Holdings57

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MIGMX Mutual Fund

NAV$29.29

Massachusetts Investors Growth Stock Fund Class R1

AUM$8M

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 MIGMX 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 MIGMX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MIGMX Mutual Fund Overlap Analysis

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

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

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