MUOAX Mutual Fund Analysis & Holdings | MarketXLS

MUOAX Mutual Fund

NAV$36.29

AUM$2M

TER1.13%

Holdings32

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MUOAX Mutual Fund

NAV$36.29

MSIF US Core Portfolio - Class A

AUM$2M

TER1.13%

Holdings32

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

MUOAX Mutual Fund Overlap Analysis

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

MUOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, MUOAX may share significant positions with broad-market funds.

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