USGAX Mutual Fund

NAV$6.21

TER0.85%

Holdings134

See how much of USGAX you already own

Just $25 once·$99/mo·Download sample

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USGAX Mutual Fund

NAV$6.21

Morgan Stanley Long Duration Government Opportunities Fund Class A

TER0.85%

Holdings134

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

USGAX Mutual Fund Overlap Analysis

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

USGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 134 holdings, USGAX may share significant positions with broad-market funds.

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