MOPCX Mutual Fund

MOPCX Mutual Fund (NYLIM WMC Small Companies Fund Class C) is managed by New York Life Investment Management LLC with $1.3M in net assets. MOPCX expense ratio is 2.23%, holding 140 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2002-12-30.

MOPCX performance shows a YTD return of 23.93%. The 1-year return is 44.29% and the 5-year return is 7.59%. MOPCX dividend yield stands at 0.03%, paid annually.

MOPCX top holdings include Xometry, Inc. (3.5%), Ttm Technologies Sedol 2635659 (3.0%), Kaiser Aluminum Corp (2.8%), Digitalocean Holdings Inc (2.8%), Ishares Russell 2000 Index ETF (2.6%). 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.