MRGKX Mutual Fund
MRGKX Mutual Fund
NAV$61.32
AUM$2.3B
TER0.55%
Holdings169
See how much of MRGKX you already own
MRGKX Mutual Fund
NAV$61.32
MFS Core Equity Fund Class R6
AUM$2.3B
TER0.55%
Holdings169
See how much of MRGKX you already own
MRGKX Mutual Fund Overlap Analysis
MRGKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRGKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 169 holdings, MRGKX may share significant positions with broad-market funds.
MRGKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRGKX tax-loss harvesting finds highly correlated but non-identical funds.