MSODX Mutual Fund

NAV$9.56

AUM$39M

TER0.48%

Holdings410

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MSODX Mutual Fund

NAV$9.56

NYLI MacKay California Muni Fund Class R6

AUM$39M

TER0.48%

Holdings410

See inside every fund you own

$99/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 MSODX 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 MSODX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MSODX Mutual Fund Overlap Analysis

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

MSODX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 410 holdings, MSODX may share significant positions with broad-market funds.

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