MSRFX Mutual Fund Analysis & Holdings | MarketXLS

MSRFX Mutual Fund

NAV$17.59

AUM$2M

TER1.20%

Holdings40

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MSRFX Mutual Fund

NAV$17.59

Morgan Stanley Institutional Fund Inc. Next Gen Emerging Markets Portfolio Class IS

AUM$2M

TER1.20%

Holdings40

See inside every fund you own

$45/quarter 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 MSRFX 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 MSRFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MSRFX Mutual Fund Overlap Analysis

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

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

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