MSTGX Mutual Fund
MSTGX Mutual Fund
NAV$10.39
AUM$211M
TER0.74%
Holdings547
See how much of MSTGX you already own
MSTGX Mutual Fund
NAV$10.39
Morningstar Global Income Fund Institutional Class
AUM$211M
TER0.74%
Holdings547
See how much of MSTGX you already own
MSTGX Mutual Fund Overlap Analysis
MSTGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSTGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 547 holdings, MSTGX may share significant positions with broad-market funds.
MSTGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSTGX tax-loss harvesting finds highly correlated but non-identical funds.