MAGSX Mutual Fund
MAGSX Mutual Fund
NAV$13.66
AUM$56M
TER1.00%
Holdings16
See how much of MAGSX you already own
MAGSX Mutual Fund
NAV$13.66
Madison Aggressive Allocation Fund Class A
AUM$56M
TER1.00%
Holdings16
See how much of MAGSX you already own
MAGSX Mutual Fund Overlap Analysis
MAGSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MAGSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, MAGSX may share significant positions with broad-market funds.
MAGSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MAGSX tax-loss harvesting finds highly correlated but non-identical funds.