MAGQX Mutual Fund

NAV$27.56

AUM$464M

TER0.61%

Holdings22

MAGQX Mutual Fund

NAV$27.56

MFS Growth Allocation Fund Class R6

AUM$464M

TER0.61%

Holdings22

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Holdings Overlap Analysis

Compare MAGQX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MAGQX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MAGQX Mutual Fund Overlap Analysis

MAGQX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MAGQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, MAGQX may share significant positions with broad-market funds.

MAGQX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MAGQX tax-loss harvesting finds highly correlated but non-identical funds.