MSOCX Mutual Fund

NAV$29.53

AUM$46M

TER2.10%

Holdings40

MSOCX Mutual Fund

NAV$29.53

MSIF INTERNATIONAL OPPORTUNITY FUND Class C

AUM$46M

TER2.10%

Holdings40

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Holdings Overlap Analysis

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

MSOCX Mutual Fund Overlap Analysis

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

MSOCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, MSOCX may share significant positions with broad-market funds.

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