MTCGX Mutual Fund
MTCGX Mutual Fund
NAV$30.67
AUM$313M
TER0.53%
Holdings91
See how much of MTCGX you already own
MTCGX Mutual Fund
NAV$30.67
M Large Cap Growth Fund
AUM$313M
TER0.53%
Holdings91
See how much of MTCGX you already own
MTCGX Mutual Fund Overlap Analysis
MTCGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MTCGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 91 holdings, MTCGX may share significant positions with broad-market funds.
MTCGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MTCGX tax-loss harvesting finds highly correlated but non-identical funds.