MSBWX Mutual Fund Analysis & Holdings | MarketXLS

MSBWX Mutual Fund

NAV$11.20

TER1.80%

Holdings31

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MSBWX Mutual Fund

NAV$11.20

Morgan Stanley American Resilience Portfolio Class C

TER1.80%

Holdings31

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

MSBWX Mutual Fund Overlap Analysis

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

MSBWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, MSBWX may share significant positions with broad-market funds.

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