MTFGX Mutual Fund
MTFGX Mutual Fund
NAV$9.17
AUM$1.2B
TER0.49%
Holdings1,242
See how much of MTFGX you already own
MTFGX Mutual Fund
NAV$9.17
NYLIM MacKay Strategic Muni Allocation Fund Class I
AUM$1.2B
TER0.49%
Holdings1,242
See how much of MTFGX you already own
MTFGX Mutual Fund Overlap Analysis
MTFGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MTFGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1242 holdings, MTFGX may share significant positions with broad-market funds.
MTFGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MTFGX tax-loss harvesting finds highly correlated but non-identical funds.