MRGAX Mutual Fund Holdings Overlap Calculator | MarketXLS

MRGAX Mutual Fund

NAV$56.26

AUM$2.9B

TER0.88%

Holdings169

See what you own twice

Check MRGAX against your other funds. Free for up to 5.

Check my overlap

MRGAX Mutual Fund

NAV$56.26

MFS Core Equity Fund Class A

AUM$2.9B

TER0.88%

Holdings169

See what you own twice

Check MRGAX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

Compare MRGAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MRGAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MRGAX Mutual Fund Overlap Analysis

MRGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MRGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 169 holdings, MRGAX may share significant positions with broad-market funds.

MRGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRGAX tax-loss harvesting finds highly correlated but non-identical funds.