MAAGX Mutual Fund
MAAGX Mutual Fund
NAV$34.73
AUM$1.9B
TER0.99%
Holdings20
See how much of MAAGX you already own
MAAGX Mutual Fund
NAV$34.73
MFS Aggressive Growth Allocation Fund Class A
AUM$1.9B
TER0.99%
Holdings20
See how much of MAAGX you already own
MAAGX Mutual Fund Overlap Analysis
MAAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MAAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 20 holdings, MAAGX may share significant positions with broad-market funds.
MAAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MAAGX tax-loss harvesting finds highly correlated but non-identical funds.