MOPAX Mutual Fund

NAV$36.16

AUM$129M

TER1.20%

Holdings140

See how much of MOPAX you already own

Just $25 once·$99/mo·Download sample

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MOPAX Mutual Fund

NAV$36.16

NYLI WMC Small Companies Fund Class A

AUM$129M

TER1.20%

Holdings140

See how much of MOPAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MOPAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MOPAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.