MOPAX Mutual Fund
MOPAX Mutual Fund
NAV$37.63
AUM$129M
TER1.20%
Holdings140
MOPAX Mutual Fund
NAV$37.63
NYLI WMC Small Companies Fund Class A
AUM$129M
TER1.20%
Holdings140
MOPAX Mutual Fund Overlap Analysis
MOPAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MOPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 140 holdings, MOPAX may share significant positions with broad-market funds.
MOPAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MOPAX tax-loss harvesting finds highly correlated but non-identical funds.