MSAQX Mutual Fund Analysis & Holdings | MarketXLS

MSAQX Mutual Fund

NAV$24.76

AUM$47M

TER1.10%

Holdings36

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MSAQX Mutual Fund

NAV$24.76

Morgan Stanley Institutional Fund Asia Opportunity Portfolio Class I

AUM$47M

TER1.10%

Holdings36

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

MSAQX Mutual Fund Overlap Analysis

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

MSAQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, MSAQX may share significant positions with broad-market funds.

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