MOEAX Mutual Fund Analysis & Holdings | MarketXLS

MOEAX Mutual Fund

NAV$17.73

AUM$103M

TER0.81%

Holdings16

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MOEAX Mutual Fund

NAV$17.73

NYLI Growth ETF Allocation Fund Class A

AUM$103M

TER0.81%

Holdings16

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

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.