MGBRX Mutual Fund

NAV$18.39

AUM$3M

TER1.34%

Holdings912

MGBRX Mutual Fund

NAV$18.39

MFS Global Total Return Fund Class R2

AUM$3M

TER1.34%

Holdings912

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Holdings Overlap Analysis

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

MGBRX Mutual Fund Overlap Analysis

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

MGBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 912 holdings, MGBRX may share significant positions with broad-market funds.

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