MRGGX Mutual Fund
MRGGX Mutual Fund
NAV$43.30
AUM$8M
TER1.63%
Holdings169
MRGGX Mutual Fund
NAV$43.30
MFS Core Equity Fund Class R1
AUM$8M
TER1.63%
Holdings169
MRGGX Mutual Fund Overlap Analysis
MRGGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRGGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 169 holdings, MRGGX may share significant positions with broad-market funds.
MRGGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRGGX tax-loss harvesting finds highly correlated but non-identical funds.