MBGWX Mutual Fund

NAV$27.27

AUM$7M

TER1.69%

Holdings22

MBGWX Mutual Fund

NAV$27.27

MFS Growth Allocation Fund Class B

AUM$7M

TER1.69%

Holdings22

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Holdings Overlap Analysis

Compare MBGWX 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 MBGWX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MBGWX Mutual Fund Overlap Analysis

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

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

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