MOEAX Mutual Fund
MOEAX Mutual Fund
NAV$17.36
AUM$103M
TER0.81%
Holdings16
See how much of MOEAX you already own
MOEAX Mutual Fund
NAV$17.36
NYLIM Growth ETF Allocation Fund Class A
AUM$103M
TER0.81%
Holdings16
See how much of MOEAX you already own
MOEAX Mutual Fund Overlap Analysis
MOEAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MOEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, MOEAX may share significant positions with broad-market funds.
MOEAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MOEAX tax-loss harvesting finds highly correlated but non-identical funds.