MGOCX Mutual Fund

NAV$30.20

AUM$13M

TER1.90%

Holdings33

MGOCX Mutual Fund

NAV$30.20

NYLI WMC Enduring Capital Fund Class C

AUM$13M

TER1.90%

Holdings33

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Holdings Overlap Analysis

Compare MGOCX 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 MGOCX shares with it. Popular comparisons: SPY, QQQ, VOO, VTI

MGOCX Mutual Fund Overlap Analysis

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

MGOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, MGOCX may share significant positions with broad-market funds.

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