MRGLX Mutual Fund
MRGLX Mutual Fund
NAV$10.90
AUM$20M
TER1.00%
Holdings23
See how much of MRGLX you already own
MRGLX Mutual Fund
NAV$10.90
MassMutual 80/20 Allocation Fund Administrative Class
AUM$20M
TER1.00%
Holdings23
See how much of MRGLX you already own
MRGLX Mutual Fund Overlap Analysis
MRGLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRGLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 23 holdings, MRGLX may share significant positions with broad-market funds.
MRGLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRGLX tax-loss harvesting finds highly correlated but non-identical funds.