MEGTX Mutual Fund
NAV$15.84
TER0.82%
Holdings35
MEGTX Mutual Fund
NAV$15.84
MSVIF Growth Portfolio Class II
TER0.82%
Holdings35

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MEGTX Mutual Fund Overlap Analysis
MEGTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MEGTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, MEGTX may share significant positions with broad-market funds.
MEGTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MEGTX tax-loss harvesting finds highly correlated but non-identical funds.