MRAGX Mutual Fund
NAV$30.97
AUM$7M
TER1.23%
Holdings86
MRAGX Mutual Fund
NAV$30.97
Meridian Growth Fund Class A
AUM$7M
TER1.23%
Holdings86
MRAGX Mutual Fund Overlap Analysis
MRAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, MRAGX may share significant positions with broad-market funds.
MRAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRAGX tax-loss harvesting finds highly correlated but non-identical funds.