MSIGX Mutual Fund

NAV$68.85

TER0.79%

Holdings72

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$99/yr Pro · Cancel anytime

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MSIGX Mutual Fund

NAV$68.85

Invesco Main Street Fund Class A

TER0.79%

Holdings72

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

MSIGX Mutual Fund Overlap Analysis

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

MSIGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, MSIGX may share significant positions with broad-market funds.

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