MSTSX Mutual Fund
MSTSX Mutual Fund
NAV$12.31
AUM$212M
TER0.81%
Holdings311
See how much of MSTSX you already own
MSTSX Mutual Fund
NAV$12.31
Morningstar Global Opportunistic Equity Fund Institutional Class
AUM$212M
TER0.81%
Holdings311
See how much of MSTSX you already own
MSTSX Mutual Fund Overlap Analysis
MSTSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSTSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 311 holdings, MSTSX may share significant positions with broad-market funds.
MSTSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSTSX tax-loss harvesting finds highly correlated but non-identical funds.