MRGHX Mutual Fund
MRGHX Mutual Fund
NAV$55.44
AUM$36M
TER0.88%
Holdings180
See how much of MRGHX you already own
MRGHX Mutual Fund
NAV$55.44
MFS Core Equity Fund Class R3
AUM$36M
TER0.88%
Holdings180
See how much of MRGHX you already own
MRGHX Mutual Fund Overlap Analysis
MRGHX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRGHX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 180 holdings, MRGHX may share significant positions with broad-market funds.
MRGHX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRGHX tax-loss harvesting finds highly correlated but non-identical funds.