MSCUX Mutual Fund
MSCUX Mutual Fund
NAV$11.34
TER1.05%
Holdings31
See how much of MSCUX you already own
MSCUX Mutual Fund
NAV$11.34
Morgan Stanley American Resilience Portfolio Class A
TER1.05%
Holdings31
See how much of MSCUX you already own
MSCUX Mutual Fund Overlap Analysis
MSCUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSCUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 31 holdings, MSCUX may share significant positions with broad-market funds.
MSCUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSCUX tax-loss harvesting finds highly correlated but non-identical funds.