MRGEX Mutual Fund

NAV$17.69

AUM$9,252.73

TER0.95%

Holdings93

See how much of MRGEX you already own

Just $25 once·$69/mo·Download sample

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MRGEX Mutual Fund

NAV$17.69

Morgan Stanley Institutional Fund Inc - Emerging Markets Portfolio Class R

AUM$9,252.73

TER0.95%

Holdings93

See how much of MRGEX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MRGEX Mutual Fund Overlap Analysis

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

MRGEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 93 holdings, MRGEX may share significant positions with broad-market funds.

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