MSCAX Mutual Fund
MSCAX Mutual Fund
NAV$9.37
AUM$435M
TER0.75%
Holdings361
See how much of MSCAX you already own
MSCAX Mutual Fund
NAV$9.37
NYLIM MacKay California Muni Fund Class A
AUM$435M
TER0.75%
Holdings361
See how much of MSCAX you already own
MSCAX Mutual Fund Overlap Analysis
MSCAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSCAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 361 holdings, MSCAX may share significant positions with broad-market funds.
MSCAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSCAX tax-loss harvesting finds highly correlated but non-identical funds.