MSTPX Mutual Fund Holdings Overlap Calculator | MarketXLS

MSTPX Mutual Fund

NAV$9.89

AUM$330M

TER0.58%

Holdings836

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MSTPX Mutual Fund

NAV$9.89

Morningstar Municipal Bond Fund Institutional Class

AUM$330M

TER0.58%

Holdings836

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

MSTPX Mutual Fund Overlap Analysis

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

MSTPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 836 holdings, MSTPX may share significant positions with broad-market funds.

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