MSOAX Mutual Fund

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 0.92%, holding 34 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 1998-06-01.

MSOAX performance shows a YTD return of 4.98%. The 1-year return is 0.93% and the 5-year return is 5.66%. MSOAX dividend yield stands at 3.87%, paid annually.

MSOAX top holdings include Nvr Inc. (5.7%), Paccar Inc. (5.4%), Markel Group Inc (5.3%), M&T Bank Corporation (5.0%), Progressive Corporation (4.8%). Go to all MSOAX holdings, MSOAX sectors, or MSOAX dividends.

MSOAX can be compared against other funds. Use MSOAX overlap to find shared positions, or MSOAX vs another fund for a side-by-side view. MSOAX alternatives are available via the screener, along with tax-loss harvesting opportunities.