MRAGX Mutual Fund
MRAGX Mutual Fund
NAV$29.30
AUM$7M
TER1.23%
Holdings86
See how much of MRAGX you already own
MRAGX Mutual Fund
NAV$29.30
Meridian Growth Fund Class A
AUM$7M
TER1.23%
Holdings86
See how much of MRAGX you already own
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.