MPGOX Mutual Fund
MPGOX Mutual Fund
NAV$9.07
AUM$16M
TER0.60%
Holdings198
MPGOX Mutual Fund
NAV$9.07
MFS Georgia Municipal Bond Fund R6
AUM$16M
TER0.60%
Holdings198
MPGOX Mutual Fund Overlap Analysis
MPGOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MPGOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 198 holdings, MPGOX may share significant positions with broad-market funds.
MPGOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MPGOX tax-loss harvesting finds highly correlated but non-identical funds.