MIRGX Mutual Fund Analysis & Holdings | MarketXLS

MIRGX Mutual Fund

NAV$39.92

AUM$39M

TER0.96%

Holdings57

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

MIRGX Mutual Fund

NAV$39.92

Massachusetts Investors Growth Stock Fund Cl R2

AUM$39M

TER0.96%

Holdings57

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MIRGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MIRGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MIRGX Mutual Fund Overlap Analysis

MIRGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MIRGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 57 holdings, MIRGX may share significant positions with broad-market funds.

MIRGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIRGX tax-loss harvesting finds highly correlated but non-identical funds.