MIGWX Mutual Fund
MIGWX Mutual Fund
NAV$26.65
AUM$101M
TER1.02%
Holdings28
See how much of MIGWX you already own
MIGWX Mutual Fund
NAV$26.65
Marsico Growth Fund Class Institutional
AUM$101M
TER1.02%
Holdings28
See how much of MIGWX you already own
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.