MSFBX Mutual Fund

NAV$27.32

AUM$218M

TER1.21%

Holdings35

MSFBX Mutual Fund

NAV$27.32

Morgan Stanley Institutional Funds-Global Franchise Portfolio Class A

AUM$218M

TER1.21%

Holdings35

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Holdings Overlap Analysis

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

MSFBX Mutual Fund Overlap Analysis

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

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

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