MGISX Mutual Fund Analysis & Holdings | MarketXLS

MGISX Mutual Fund

NAV$28.58

AUM$235M

TER0.84%

Holdings35

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MGISX Mutual Fund

NAV$28.58

Morgan Stanley Institutional Funds-Global Franchise Portfolio Class IS

AUM$235M

TER0.84%

Holdings35

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 MGISX 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 MGISX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MGISX Mutual Fund Overlap Analysis

MGISX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MGISX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, MGISX may share significant positions with broad-market funds.

MGISX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGISX tax-loss harvesting finds highly correlated but non-identical funds.