MURGX Mutual Fund
MURGX Mutual Fund
NAV$11.09
AUM$505M
TER0.49%
Holdings8
MURGX Mutual Fund
NAV$11.09
MoA Clear Passage 2020 Fund
AUM$505M
TER0.49%
Holdings8
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.