MSGGX Mutual Fund
MSGGX Mutual Fund
NAV$13.13
AUM$11M
TER1.22%
Holdings98
See how much of MSGGX you already own
MSGGX Mutual Fund
NAV$13.13
Meridian Small Cap Growth Fund Legacy Class
AUM$11M
TER1.22%
Holdings98
See how much of MSGGX you already own
MSGGX Mutual Fund Overlap Analysis
MSGGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSGGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 98 holdings, MSGGX may share significant positions with broad-market funds.
MSGGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSGGX tax-loss harvesting finds highly correlated but non-identical funds.