MRGRX Mutual Fund

NAV$61.13

AUM$1.1B

TER0.63%

Holdings169

MRGRX Mutual Fund

NAV$61.13

MFS Core Equity Fund Class I

AUM$1.1B

TER0.63%

Holdings169

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare MRGRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MRGRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MRGRX Mutual Fund Overlap Analysis

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

MRGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 169 holdings, MRGRX may share significant positions with broad-market funds.

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