MGHRX Mutual Fund
NAV$63.20
AUM$173M
TER0.73%
Holdings33
MGHRX Mutual Fund
NAV$63.20
Morgan Stanley Institutional Fund Growth Portfolio Class IR
AUM$173M
TER0.73%
Holdings33

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MGHRX Mutual Fund Overlap Analysis
MGHRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MGHRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, MGHRX may share significant positions with broad-market funds.
MGHRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MGHRX tax-loss harvesting finds highly correlated but non-identical funds.