MOPAX Mutual Fund

MOPAX Mutual Fund (NYLIM WMC Small Companies Fund Class A) is managed by New York Life Investment Management LLC with $128.5M in net assets. MOPAX expense ratio is 1.20%, holding 140 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2004-01-02.

MOPAX performance shows a YTD return of 24.65%. The 1-year return is 45.73% and the 5-year return is 8.69%. MOPAX dividend yield stands at 0.02%, paid annually.

MOPAX top holdings include Xometry, Inc. (3.5%), Ttm Technologies Sedol 2635659 (3.0%), Kaiser Aluminum Corp (2.8%), Digitalocean Holdings Inc (2.8%), Ishares Russell 2000 Index ETF (2.6%). Go to all MOPAX holdings, MOPAX sectors, or MOPAX dividends.

MOPAX can be compared against other funds. Use MOPAX overlap to find shared positions, or MOPAX vs another fund for a side-by-side view. MOPAX alternatives are available via the screener, along with tax-loss harvesting opportunities.