MSTVX Mutual Fund

NAV$10.83

AUM$296M

TER1.39%

Holdings2,552

MSTVX Mutual Fund

NAV$10.83

Morningstar Alternatives Fund Institutional Class

AUM$296M

TER1.39%

Holdings2,552

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

MSTVX Mutual Fund Overlap Analysis

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

MSTVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2552 holdings, MSTVX may share significant positions with broad-market funds.

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