MGORX Mutual Fund

NAV$32.11

TER0.85%

Holdings34

MGORX Mutual Fund

NAV$32.11

MSIF Global Opportunity Portfolio Class IR

TER0.85%

Holdings34

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Holdings Overlap Analysis

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

MGORX Mutual Fund Overlap Analysis

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

MGORX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, MGORX may share significant positions with broad-market funds.

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