MXAGX Mutual Fund
MXAGX Mutual Fund
NAV$11.53
TER0.76%
Holdings22
See how much of MXAGX you already own
MXAGX Mutual Fund
NAV$11.53
Empower Lifetime 2020 Fund Investor Class
TER0.76%
Holdings22
See how much of MXAGX you already own
MXAGX Mutual Fund Overlap Analysis
MXAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, MXAGX may share significant positions with broad-market funds.
MXAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXAGX tax-loss harvesting finds highly correlated but non-identical funds.