MSCGX Mutual Fund
MSCGX Mutual Fund
NAV$13.29
TER0.50%
Holdings465
MSCGX Mutual Fund
NAV$13.29
Mercer US Small/Mid Cap Equity Fund Class Y3
TER0.50%
Holdings465
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.