MOPIX Mutual Fund

MOPIX Mutual Fund (NYLIM WMC Small Companies Fund Class I) is managed by New York Life Investment Management LLC with $137.8M in net assets. MOPIX expense ratio is 0.95%, holding 140 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1987-01-12.

MOPIX performance shows a YTD return of 24.85%. The 1-year return is 46.15% and the 5-year return is 8.96%. MOPIX dividend yield stands at 0.14%, paid annually.

MOPIX top holdings include Xometry, Inc. (3.5%), Ttm Techologies (3.0%), Kaiser Aluminum Corp (2.8%), Digitalocean Holdings Inc (2.8%), Ishares Russell 2000 Index ETF (2.6%). Go to all MOPIX holdings, MOPIX sectors, or MOPIX dividends.

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