MSGGX Mutual Fund Analysis & Holdings | MarketXLS

MSGGX Mutual Fund

NAV$13.42

AUM$11M

TER1.22%

Holdings98

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MSGGX Mutual Fund

NAV$13.42

Meridian Small Cap Growth Fund Legacy Class

AUM$11M

TER1.22%

Holdings98

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MSGGX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MSGGX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.