MPGSX Mutual Fund
NAV$12.61
TER0.69%
Holdings85
MPGSX Mutual Fund
NAV$12.61
MassMutual Disciplined Growth Fund Class R5
TER0.69%
Holdings85
MPGSX Mutual Fund Overlap Analysis
MPGSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MPGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, MPGSX may share significant positions with broad-market funds.
MPGSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MPGSX tax-loss harvesting finds highly correlated but non-identical funds.