MOPIX Mutual Fund
MOPIX Mutual Fund
NAV$37.18
AUM$138M
TER0.95%
Holdings140
See how much of MOPIX you already own
MOPIX Mutual Fund
NAV$37.18
NYLIM WMC Small Companies Fund Class I
AUM$138M
TER0.95%
Holdings140
See how much of MOPIX you already own
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.