MSOAX Mutual Fund (NYLI WMC Enduring Capital Fund Class A) is managed by New York Life Investment Management LLC with $261.4M in net assets. MSOAX expense ratio is 0.93%, holding 33 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 1998-06-01.

MSOAX performance shows a YTD return of 2.56%. The 1-year return is -2.68% and the 5-year return is 9.17%. MSOAX dividend yield stands at 3.88%, paid annually.

MSOAX top holdings include Constellation Software Inc/Canada (6.3%), Nvr  Inc . (5.7%), Markel Corp. (5.5%), Progressive Corp. (5.4%), Paccar Inc. (4.7%). View all MSOAX holdings, sector breakdown, or dividend history.

MSOAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MSOAX alternatives are available via the screener, along with tax-loss harvesting opportunities.