MIGPX Mutual Fund
MIGPX Mutual Fund
NAV$18.93
AUM$39M
TER1.32%
Holdings44
See how much of MIGPX you already own
MIGPX Mutual Fund
NAV$18.93
Global Insight Portfolio Class A
AUM$39M
TER1.32%
Holdings44
See how much of MIGPX you already own
MIGPX Mutual Fund Overlap Analysis
MIGPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIGPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, MIGPX may share significant positions with broad-market funds.
MIGPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIGPX tax-loss harvesting finds highly correlated but non-identical funds.