MTGAX Mutual Fund

NAV$8.01

TER1.00%

Holdings679

See how much of MTGAX you already own

Just $25 once·$99/mo·Download sample

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MTGAX Mutual Fund

NAV$8.01

Morgan Stanley Mortgage Securities Trust Class A

TER1.00%

Holdings679

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

MTGAX Mutual Fund Overlap Analysis

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

MTGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 679 holdings, MTGAX may share significant positions with broad-market funds.

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