MPEGX Mutual Fund

NAV$24.49

AUM$338M

TER0.75%

Holdings44

MPEGX Mutual Fund

NAV$24.49

MSIFT Discovery Portfolio Class I

AUM$338M

TER0.75%

Holdings44

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Holdings Overlap Analysis

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

MPEGX Mutual Fund Overlap Analysis

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

MPEGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, MPEGX may share significant positions with broad-market funds.

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