MOPBX Mutual Fund

NAV$34.22

AUM$639,109.1

TER1.92%

Holdings36

See how much of MOPBX you already own

Just $25 once·$99/mo·Download sample

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MOPBX Mutual Fund

NAV$34.22

NYLI WMC Enduring Capital Fund Class B

AUM$639,109.1

TER1.92%

Holdings36

See how much of MOPBX 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 MOPBX 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 MOPBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MOPBX Mutual Fund Overlap Analysis

MOPBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MOPBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, MOPBX may share significant positions with broad-market funds.

MOPBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MOPBX tax-loss harvesting finds highly correlated but non-identical funds.