MOPCX Mutual Fund
MOPCX Mutual Fund
NAV$28.51
AUM$1M
TER2.23%
Holdings140
See how much of MOPCX you already own
MOPCX Mutual Fund
NAV$28.51
NYLI WMC Small Companies Fund Class C
AUM$1M
TER2.23%
Holdings140
See how much of MOPCX you already own
MOPCX Mutual Fund Overlap Analysis
MOPCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MOPCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 140 holdings, MOPCX may share significant positions with broad-market funds.
MOPCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MOPCX tax-loss harvesting finds highly correlated but non-identical funds.