MCOIX Mutual Fund
MCOIX Mutual Fund
NAV$9.23
AUM$723M
TER0.50%
Holdings410
See how much of MCOIX you already own
MCOIX Mutual Fund
NAV$9.23
NYLIM MacKay California Muni Fund Class I
AUM$723M
TER0.50%
Holdings410
See how much of MCOIX you already own
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.