MISMX Mutual Fund

NAV$29.68

TER1.15%

Holdings79

MISMX Mutual Fund

NAV$29.68

Matthews Emerging Markets Small Companies Fund Institutional Class

TER1.15%

Holdings79

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Holdings Overlap Analysis

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

MISMX Mutual Fund Overlap Analysis

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

MISMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, MISMX may share significant positions with broad-market funds.

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