MGKAX Mutual Fund
MGKAX Mutual Fund
NAV$12.27
TER1.35%
Holdings53
See how much of MGKAX you already own
MGKAX Mutual Fund
NAV$12.27
Morgan Stanley Global Permanence Portfolio Class A
TER1.35%
Holdings53
See how much of MGKAX you already own
MGKAX Mutual Fund Overlap Analysis
MGKAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGKAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, MGKAX may share significant positions with broad-market funds.
MGKAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGKAX tax-loss harvesting finds highly correlated but non-identical funds.