MSIWX Mutual Fund
NAV$18.12
TER0.95%
Holdings34
MSIWX Mutual Fund
NAV$18.12
Morgan Stanley Institutional Fund Inc. - Emerging Markets Leaders Portfolio Class IR
TER0.95%
Holdings34
MSIWX Mutual Fund Overlap Analysis
MSIWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSIWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, MSIWX may share significant positions with broad-market funds.
MSIWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSIWX tax-loss harvesting finds highly correlated but non-identical funds.