MOPCX Mutual Fund

MOPCX Mutual Fund (NYLIM WMC Small Companies Fund Class C) is managed by New York Life Investment Management LLC with $930,000 in net assets. MOPCX expense ratio is 2.23%, holding 145 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2002-12-30.

MOPCX performance shows a YTD return of 17.90%. The 1-year return is 26.94% and the 5-year return is 11.98%. MOPCX dividend yield stands at 0.06%, paid annually.

MOPCX top holdings include Xometry, Inc. (3.6%), Ishares Russell 2000 Index ETF (3.1%), Lundin Mining Corp (2.7%), Laureate Education Inc (2.4%), Enova International Inc. (usd) (2.3%). Go to all MOPCX holdings, MOPCX sectors, or MOPCX dividends.

MOPCX can be compared against other funds. Use MOPCX overlap to find shared positions, or MOPCX vs another fund for a side-by-side view. MOPCX alternatives are available via the screener, along with tax-loss harvesting opportunities.