MSAWX Mutual Fund
NAV$22.02
AUM$5M
TER2.20%
Holdings36
MSAWX Mutual Fund
NAV$22.02
Morgan Stanley Institutional Fund Asia Opportunity Portfolio Class C
AUM$5M
TER2.20%
Holdings36

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MSAWX Mutual Fund Overlap Analysis
MSAWX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSAWX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, MSAWX may share significant positions with broad-market funds.
MSAWX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSAWX tax-loss harvesting finds highly correlated but non-identical funds.