MSFAX Mutual Fund

NAV$26.59

TER0.96%

Holdings35

MSFAX Mutual Fund

NAV$26.59

Morgan Stanley Institutional Funds-Global Franchise Portfolio

TER0.96%

Holdings35

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

Compare MSFAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MSFAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MSFAX Mutual Fund Overlap Analysis

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

MSFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 35 holdings, MSFAX may share significant positions with broad-market funds.

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