MSCXX Mutual Fund Analysis & Holdings | MarketXLS

MSCXX Mutual Fund

NAV$1.00

AUM$15M

TER0.80%

Holdings27

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MSCXX Mutual Fund

NAV$1.00

NYLI Money Market Fund Class C

AUM$15M

TER0.80%

Holdings27

See inside every fund you own

$45/quarter 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 MSCXX 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 MSCXX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MSCXX Mutual Fund Overlap Analysis

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

MSCXX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 27 holdings, MSCXX may share significant positions with broad-market funds.

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