MCOIX Mutual Fund Analysis & Holdings | MarketXLS

MCOIX Mutual Fund

NAV$9.54

AUM$723M

TER0.50%

Holdings410

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MCOIX Mutual Fund

NAV$9.54

NYLI MacKay California Muni Fund Class I

AUM$723M

TER0.50%

Holdings410

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MCOIX Mutual Fund Overlap Analysis

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

MCOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 410 holdings, MCOIX may share significant positions with broad-market funds.

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