MOEIX Mutual Fund
MOEIX Mutual Fund
NAV$17.67
AUM$126,452.28
TER0.56%
Holdings16
See how much of MOEIX you already own
MOEIX Mutual Fund
NAV$17.67
NYLI Growth ETF Allocation Fund Class I
AUM$126,452.28
TER0.56%
Holdings16
See how much of MOEIX you already own
MOEIX Mutual Fund Overlap Analysis
MOEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MOEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, MOEIX may share significant positions with broad-market funds.
MOEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MOEIX tax-loss harvesting finds highly correlated but non-identical funds.