MBAAX Mutual Fund

NAV$19.88

AUM$201M

TER1.05%

Holdings1,474

MBAAX Mutual Fund

NAV$19.88

Morgan Stanley Institutional Fund Trust - Global Strategist Portfolio Class A

AUM$201M

TER1.05%

Holdings1,474

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Holdings Overlap Analysis

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

MBAAX Mutual Fund Overlap Analysis

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

MBAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1474 holdings, MBAAX may share significant positions with broad-market funds.

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