MTGCX Mutual Fund Analysis & Holdings | MarketXLS

MTGCX Mutual Fund

NAV$7.93

TER1.30%

Holdings679

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MTGCX Mutual Fund

NAV$7.93

Morgan Stanley Mortgage Securities Trust Class L

TER1.30%

Holdings679

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

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.