MIGWX Mutual Fund
MIGWX Mutual Fund
NAV$26.84
AUM$96M
TER1.02%
Holdings28
MIGWX Mutual Fund
NAV$26.84
Marsico Growth Fund Class Institutional
AUM$96M
TER1.02%
Holdings28
MIGWX Mutual Fund Overlap Analysis
MIGWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIGWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 28 holdings, MIGWX may share significant positions with broad-market funds.
MIGWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIGWX tax-loss harvesting finds highly correlated but non-identical funds.