MRIGX Mutual Fund
NAV$31.69
AUM$399M
TER0.96%
Holdings86
MRIGX Mutual Fund
NAV$31.69
Meridian Growth Fund Investor Class
AUM$399M
TER0.96%
Holdings86

✓All holdings
✓Overlap Analysis
✓Mutual Fund Screener
✓Compare Mutual Funds
MRIGX Mutual Fund Overlap Analysis
MRIGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MRIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 86 holdings, MRIGX may share significant positions with broad-market funds.
MRIGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MRIGX tax-loss harvesting finds highly correlated but non-identical funds.