MSHDX Mutual Fund

NAV$8.57

TER1.75%

Holdings177

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MSHDX Mutual Fund

NAV$8.57

Morgan Stanley Institutional Fund Trust High Yield Portfolio Class C

TER1.75%

Holdings177

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

MSHDX Mutual Fund Overlap Analysis

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

MSHDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 177 holdings, MSHDX may share significant positions with broad-market funds.

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