MSEGX Mutual Fund

NAV$55.42

AUM$2.6B

TER0.89%

Holdings33

MSEGX Mutual Fund

NAV$55.42

Morgan Stanley Institutional Fund Growth Portfolio Class A

AUM$2.6B

TER0.89%

Holdings33

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Holdings Overlap Analysis

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

MSEGX Mutual Fund Overlap Analysis

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

MSEGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 33 holdings, MSEGX may share significant positions with broad-market funds.

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