MUOIX Mutual Fund
NAV$35.43
TER0.80%
Holdings32
MUOIX Mutual Fund
NAV$35.43
MSIF US Core Portfolio - Class I
TER0.80%
Holdings32

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MUOIX Mutual Fund Overlap Analysis
MUOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MUOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 32 holdings, MUOIX may share significant positions with broad-market funds.
MUOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MUOIX tax-loss harvesting finds highly correlated but non-identical funds.