MSSIX Mutual Fund
MSSIX Mutual Fund
NAV$22.50
AUM$200M
TER1.02%
Holdings219
MSSIX Mutual Fund
NAV$22.50
Victory Trivalent International Small-Cap Fund Class R6
AUM$200M
TER1.02%
Holdings219
MSSIX Mutual Fund Overlap Analysis
MSSIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSSIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 219 holdings, MSSIX may share significant positions with broad-market funds.
MSSIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSSIX tax-loss harvesting finds highly correlated but non-identical funds.