MSIBX Mutual Fund
NAV$22.85
TER1.25%
Holdings79
MSIBX Mutual Fund
NAV$22.85
Morgan Stanley Passport Overseas Equity Portfolio Class A
TER1.25%
Holdings79
MSIBX Mutual Fund Overlap Analysis
MSIBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSIBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, MSIBX may share significant positions with broad-market funds.
MSIBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSIBX tax-loss harvesting finds highly correlated but non-identical funds.