MSTMX Mutual Fund

NAV$9.24

AUM$172M

TER0.79%

Holdings1,295

See how much of MSTMX you already own

Just $25 once·$99/mo·Download sample

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MSTMX Mutual Fund

NAV$9.24

Morningstar Multisector Bond Fund Institutional Class

AUM$172M

TER0.79%

Holdings1,295

See how much of MSTMX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MSTMX Mutual Fund Overlap Analysis

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

MSTMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1295 holdings, MSTMX may share significant positions with broad-market funds.

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