MIGLX Mutual Fund
NAV$15.70
AUM$547,772.99
TER1.85%
Holdings44
MIGLX Mutual Fund
NAV$15.70
Global Insight Portfolio Class L
AUM$547,772.99
TER1.85%
Holdings44

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MIGLX Mutual Fund Overlap Analysis
MIGLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIGLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, MIGLX may share significant positions with broad-market funds.
MIGLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIGLX tax-loss harvesting finds highly correlated but non-identical funds.