MOINX Mutual Fund
MOINX Mutual Fund
NAV$34.73
AUM$35M
TER1.48%
Holdings140
See how much of MOINX you already own
MOINX Mutual Fund
NAV$34.73
NYLI WMC Small Companies Fund Investor Class
AUM$35M
TER1.48%
Holdings140
See how much of MOINX you already own
MOINX Mutual Fund Overlap Analysis
MOINX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MOINX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 140 holdings, MOINX may share significant positions with broad-market funds.
MOINX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MOINX tax-loss harvesting finds highly correlated but non-identical funds.