MAAGX Mutual Fund
NAV$34.12
AUM$1.9B
TER1.00%
Holdings16
MAAGX Mutual Fund
NAV$34.12
MFS Aggressive Growth Allocation Fund Class A
AUM$1.9B
TER1.00%
Holdings16
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MAAGX Mutual Fund Overlap Analysis
MAAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MAAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, MAAGX may share significant positions with broad-market funds.
MAAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MAAGX tax-loss harvesting finds highly correlated but non-identical funds.