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

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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 34 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.