MSTZX Mutual Fund

NAV$9.24

AUM$89M

TER0.46%

Holdings216

See how much of MSTZX you already own

Just $25 once·$99/mo·Download sample

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MSTZX Mutual Fund

NAV$9.24

MML Barings Short-Duration Bond Fund Class I

AUM$89M

TER0.46%

Holdings216

See how much of MSTZX 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 MSTZX 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 MSTZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MSTZX Mutual Fund Overlap Analysis

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

MSTZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 216 holdings, MSTZX may share significant positions with broad-market funds.

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