MSOPX Mutual Fund

NAV$28.78

AUM$205M

TER1.95%

Holdings38

MSOPX Mutual Fund

NAV$28.78

MSIF GLOBAL OPPORTUNITY PORTFOLIO Class C

AUM$205M

TER1.95%

Holdings38

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Holdings Overlap Analysis

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

MSOPX Mutual Fund Overlap Analysis

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

MSOPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, MSOPX may share significant positions with broad-market funds.

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