MSDMX Mutual Fund
NAV$19.58
TER0.95%
Holdings77
MSDMX Mutual Fund
NAV$19.58
Morgan Stanley Emerging Markets ex China Portfolio Class R6
TER0.95%
Holdings77
MSDMX Mutual Fund Overlap Analysis
MSDMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSDMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, MSDMX may share significant positions with broad-market funds.
MSDMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSDMX tax-loss harvesting finds highly correlated but non-identical funds.