MIGPX Mutual Fund
MIGPX Mutual Fund
NAV$18.67
AUM$39M
TER1.32%
Holdings44
MIGPX Mutual Fund
NAV$18.67
Global Insight Portfolio Class A
AUM$39M
TER1.32%
Holdings44
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.