MSTGX Mutual Fund Analysis & Holdings | MarketXLS

MSTGX Mutual Fund

NAV$10.47

AUM$211M

TER0.74%

Holdings547

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MSTGX Mutual Fund

NAV$10.47

Morningstar Global Income Fund Institutional Class

AUM$211M

TER0.74%

Holdings547

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

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.