MSCGX Mutual Fund
MSCGX Mutual Fund
NAV$12.66
TER0.50%
Holdings465
See how much of MSCGX you already own
MSCGX Mutual Fund
NAV$12.66
Mercer US Small/Mid Cap Equity Fund Class Y3
TER0.50%
Holdings465
See how much of MSCGX you already own
MSCGX Mutual Fund Overlap Analysis
MSCGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 465 holdings, MSCGX may share significant positions with broad-market funds.
MSCGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSCGX tax-loss harvesting finds highly correlated but non-identical funds.