MGFOX Mutual Fund
MGFOX Mutual Fund
NAV$5.37
TER0.52%
Holdings466
MGFOX Mutual Fund
NAV$5.37
Morgan Stanley Income Opportunities Fund Class R6
TER0.52%
Holdings466
MGFOX Mutual Fund Overlap Analysis
MGFOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGFOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 466 holdings, MGFOX may share significant positions with broad-market funds.
MGFOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGFOX tax-loss harvesting finds highly correlated but non-identical funds.