MSDOX Mutual Fund
NAV$19.39
TER2.10%
Holdings77
MSDOX Mutual Fund
NAV$19.39
Morgan Stanley Emerging Markets ex China Portfolio Class C
TER2.10%
Holdings77
MSDOX Mutual Fund Overlap Analysis
MSDOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSDOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, MSDOX may share significant positions with broad-market funds.
MSDOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSDOX tax-loss harvesting finds highly correlated but non-identical funds.