FMGIX Mutual Fund
NAV$14.01
AUM$144M
TER0.50%
Holdings91
FMGIX Mutual Fund
NAV$14.01
MFG Core Infrastructure Fund Institutional Class
AUM$144M
TER0.50%
Holdings91

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FMGIX Mutual Fund Overlap Analysis
FMGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FMGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 91 holdings, FMGIX may share significant positions with broad-market funds.
FMGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FMGIX tax-loss harvesting finds highly correlated but non-identical funds.