MOPBX Mutual Fund
NAV$34.22
AUM$639,109.1
TER1.92%
Holdings34
MOPBX Mutual Fund
NAV$34.22
NYLI WMC Enduring Capital Fund Class B
AUM$639,109.1
TER1.92%
Holdings34
See inside every mutual fund you own
$29/moCancel anytime.
See how MOPBX ranks against its peers
Category rank, peer-average returns and outperformance, updated daily.
$49$29/mo
Claim the $29 launch priceFirst 500 subscribers, then $49/mo. Cancel anytime. From MarketXLS, trusted since 2014.
MOPBX Mutual Fund Overview
MOPBX Mutual Fund (NYLI WMC Enduring Capital Fund Class B) is managed by New York Life Investment Management LLC with $639,109.1 in net assets. MOPBX expense ratio is 1.92%, holding 34 positions across various sectors. Inception date: 1998-06-01.
MOPBX performance shows a YTD return of 4.68%. The 1-year return is 2.06% and the 5-year return is 14.41%.
MOPBX top holdings include a diversified portfolio. View all MOPBX holdings, sector breakdown, or dividend history.
MOPBX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MOPBX alternatives are available via the screener, along with tax-loss harvesting opportunities.