MCSSX Mutual Fund
MCSSX Mutual Fund
NAV$38.85
AUM$22M
TER1.16%
Holdings34
See how much of MCSSX you already own
MCSSX Mutual Fund
NAV$38.85
NYLI WMC Enduring Capital Fund Investor Class
AUM$22M
TER1.16%
Holdings34
See how much of MCSSX you already own
MCSSX Mutual Fund Overlap Analysis
MCSSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCSSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, MCSSX may share significant positions with broad-market funds.
MCSSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCSSX tax-loss harvesting finds highly correlated but non-identical funds.