MOPIX Mutual Fund

NAV$39.65

AUM$138M

TER0.95%

Holdings140

MOPIX Mutual Fund

NAV$39.65

NYLI WMC Small Companies Fund Class I

AUM$138M

TER0.95%

Holdings140

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Holdings Overlap Analysis

Compare MOPIX 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 MOPIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MOPIX Mutual Fund Overlap Analysis

MOPIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MOPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 140 holdings, MOPIX may share significant positions with broad-market funds.

MOPIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MOPIX tax-loss harvesting finds highly correlated but non-identical funds.