MSMJX Mutual Fund
MSMJX Mutual Fund
NAV$31.51
TER0.75%
Holdings99
See how much of MSMJX you already own
MSMJX Mutual Fund
NAV$31.51
Invesco Main Street Mid Cap Fund Class R5
TER0.75%
Holdings99
See how much of MSMJX you already own
MSMJX Mutual Fund Overlap Analysis
MSMJX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSMJX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, MSMJX may share significant positions with broad-market funds.
MSMJX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSMJX tax-loss harvesting finds highly correlated but non-identical funds.