MPEGX Mutual Fund
MPEGX Mutual Fund
NAV$25.88
AUM$338M
TER0.75%
Holdings48
See how much of MPEGX you already own
MPEGX Mutual Fund
NAV$25.88
MSIFT Discovery Portfolio Class I
AUM$338M
TER0.75%
Holdings48
See how much of MPEGX you already own
MPEGX Mutual Fund Overlap Analysis
MPEGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MPEGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, MPEGX may share significant positions with broad-market funds.
MPEGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MPEGX tax-loss harvesting finds highly correlated but non-identical funds.