MGKIX Mutual Fund
MGKIX Mutual Fund
NAV$12.55
TER1.00%
Holdings53
See how much of MGKIX you already own
MGKIX Mutual Fund
NAV$12.55
Morgan Stanley Global Permanence Portfolio Class I
TER1.00%
Holdings53
See how much of MGKIX you already own
MGKIX Mutual Fund Overlap Analysis
MGKIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGKIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, MGKIX may share significant positions with broad-market funds.
MGKIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGKIX tax-loss harvesting finds highly correlated but non-identical funds.