MGBJX Mutual Fund

NAV$8.02

AUM$15M

TER0.69%

Holdings927

MGBJX Mutual Fund

NAV$8.02

MFS Global Opportunistic Bond Fund Class I

AUM$15M

TER0.69%

Holdings927

See inside every mutual fund you own

$49$29/moFirst 500. Cancel anytime.

Claim $29/mo

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

MGBJX Mutual Fund Overlap Analysis

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

MGBJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 927 holdings, MGBJX may share significant positions with broad-market funds.

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