MITGX Mutual Fund
MITGX Mutual Fund
NAV$33.68
AUM$4M
TER1.44%
Holdings70
See how much of MITGX you already own
MITGX Mutual Fund
NAV$33.68
Massachusetts Investors Trust Class R1
AUM$4M
TER1.44%
Holdings70
See how much of MITGX you already own
MITGX Mutual Fund Overlap Analysis
MITGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MITGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, MITGX may share significant positions with broad-market funds.
MITGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MITGX tax-loss harvesting finds highly correlated but non-identical funds.