MGBMX Mutual Fund

NAV$8.01

AUM$980,180.63

TER0.94%

Holdings927

MGBMX Mutual Fund

NAV$8.01

MFS Global Opportunistic Bond Fund Class R3

AUM$980,180.63

TER0.94%

Holdings927

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Holdings Overlap Analysis

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

MGBMX Mutual Fund Overlap Analysis

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

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

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