MFIRX Mutual Fund Analysis & Holdings | MarketXLS

MFIRX Mutual Fund

NAV$5.41

AUM$10,009.82

TER0.57%

Holdings466

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MFIRX Mutual Fund

NAV$5.41

Morgan Stanley Income Opportunities Fund Class R

AUM$10,009.82

TER0.57%

Holdings466

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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Discover Portfolio Overlap

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

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.