MSCVX Mutual Fund Analysis & Holdings | MarketXLS

MSCVX Mutual Fund

NAV$9.54

AUM$378,633.94

TER0.78%

Holdings410

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MSCVX Mutual Fund

NAV$9.54

NYLI MacKay California Muni Fund Investor Class

AUM$378,633.94

TER0.78%

Holdings410

See inside every fund you own

$149/yr Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

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.