MOECX Mutual Fund
MOECX Mutual Fund
NAV$17.62
AUM$229,654.6
TER1.57%
Holdings16
See how much of MOECX you already own
MOECX Mutual Fund
NAV$17.62
NYLI Growth ETF Allocation Fund Class C
AUM$229,654.6
TER1.57%
Holdings16
See how much of MOECX you already own
MOECX Mutual Fund Overlap Analysis
MOECX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MOECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, MOECX may share significant positions with broad-market funds.
MOECX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MOECX tax-loss harvesting finds highly correlated but non-identical funds.