MSFBX Mutual Fund

NAV$27.97

AUM$218M

TER1.21%

Holdings35

See how much of MSFBX you already own

Just $25 once·$99/mo·Download sample

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MSFBX Mutual Fund

NAV$27.97

Morgan Stanley Institutional Funds-Global Franchise Portfolio Class A

AUM$218M

TER1.21%

Holdings35

See how much of MSFBX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MSFBX Mutual Fund Overlap Analysis

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

MSFBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, MSFBX may share significant positions with broad-market funds.

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