MSCVX Mutual Fund
MSCVX Mutual Fund
NAV$9.38
AUM$378,633.94
TER0.78%
Holdings410
See how much of MSCVX you already own
MSCVX Mutual Fund
NAV$9.38
NYLI MacKay California Muni Fund Investor Class
AUM$378,633.94
TER0.78%
Holdings410
See how much of MSCVX you already own
MSCVX Mutual Fund Overlap Analysis
MSCVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSCVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 410 holdings, MSCVX may share significant positions with broad-market funds.
MSCVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSCVX tax-loss harvesting finds highly correlated but non-identical funds.