MSXAX Mutual Fund

NAV$81.75

AUM$1.2B

TER0.51%

Holdings508

See how much of MSXAX you already own

Just $25 once·$99/mo·Download sample

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MSXAX Mutual Fund

NAV$81.75

NYLI S&P 500 Index Fund Class A

AUM$1.2B

TER0.51%

Holdings508

See how much of MSXAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

MSXAX Mutual Fund Overlap Analysis

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

MSXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 508 holdings, MSXAX may share significant positions with broad-market funds.

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