MCGWX Mutual Fund

NAV$26.44

AUM$309M

TER1.69%

Holdings22

MCGWX Mutual Fund

NAV$26.44

MFS Growth Allocation Fund Class C

AUM$309M

TER1.69%

Holdings22

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Holdings Overlap Analysis

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

MCGWX Mutual Fund Overlap Analysis

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

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

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