MCAGX Mutual Fund

NAV$32.78

AUM$244M

TER1.75%

Holdings16

MCAGX Mutual Fund

NAV$32.78

MFS Aggressive Growth Allocation Fund Class C

AUM$244M

TER1.75%

Holdings16

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Holdings Overlap Analysis

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

MCAGX Mutual Fund Overlap Analysis

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

MCAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, MCAGX may share significant positions with broad-market funds.

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