MFIRX Mutual Fund
MFIRX Mutual Fund
NAV$5.41
AUM$10,009.82
TER0.57%
Holdings466
See how much of MFIRX you already own
MFIRX Mutual Fund
NAV$5.41
Morgan Stanley Income Opportunities Fund Class R
AUM$10,009.82
TER0.57%
Holdings466
See how much of MFIRX you already own
MFIRX Mutual Fund Overlap Analysis
MFIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 466 holdings, MFIRX may share significant positions with broad-market funds.
MFIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFIRX tax-loss harvesting finds highly correlated but non-identical funds.