MSCMX Mutual Fund
NAV$16.86
TER1.90%
Holdings44
MSCMX Mutual Fund
NAV$16.86
Morgan Stanley Insight Fund C
TER1.90%
Holdings44
MSCMX Mutual Fund Overlap Analysis
MSCMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSCMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, MSCMX may share significant positions with broad-market funds.
MSCMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSCMX tax-loss harvesting finds highly correlated but non-identical funds.