MIGOX Mutual Fund
MIGOX Mutual Fund
NAV$34.64
AUM$142M
TER1.06%
Holdings25
MIGOX Mutual Fund
NAV$34.64
Marsico Global Fund Class Institutional
AUM$142M
TER1.06%
Holdings25
MIGOX Mutual Fund Overlap Analysis
MIGOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIGOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 25 holdings, MIGOX may share significant positions with broad-market funds.
MIGOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIGOX tax-loss harvesting finds highly correlated but non-identical funds.