MTGCX Mutual Fund
MTGCX Mutual Fund
NAV$7.93
TER1.30%
Holdings679
See how much of MTGCX you already own
MTGCX Mutual Fund
NAV$7.93
Morgan Stanley Mortgage Securities Trust Class L
TER1.30%
Holdings679
See how much of MTGCX you already own
MTGCX Mutual Fund Overlap Analysis
MTGCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MTGCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 679 holdings, MTGCX may share significant positions with broad-market funds.
MTGCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MTGCX tax-loss harvesting finds highly correlated but non-identical funds.