MURGX Mutual Fund
MURGX Mutual Fund
NAV$10.93
AUM$505M
TER0.49%
Holdings8
See how much of MURGX you already own
MURGX Mutual Fund
NAV$10.93
MoA Clear Passage 2020 Fund
AUM$505M
TER0.49%
Holdings8
See how much of MURGX you already own
MURGX Mutual Fund Overlap Analysis
MURGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MURGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 8 holdings, MURGX may share significant positions with broad-market funds.
MURGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MURGX tax-loss harvesting finds highly correlated but non-identical funds.