MFMIX Mutual Fund
MFMIX Mutual Fund
NAV$17.51
AUM$175M
TER1.25%
Holdings40
MFMIX Mutual Fund
NAV$17.51
Morgan Stanley Institutional Fund Inc. Next Gen Emerging Markets Portfolio Class I
AUM$175M
TER1.25%
Holdings40
MFMIX Mutual Fund Overlap Analysis
MFMIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MFMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, MFMIX may share significant positions with broad-market funds.
MFMIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MFMIX tax-loss harvesting finds highly correlated but non-identical funds.