MSXMX Mutual Fund
MSXMX Mutual Fund
NAV$81.28
AUM$2M
TER0.74%
Holdings508
See how much of MSXMX you already own
MSXMX Mutual Fund
NAV$81.28
NYLI S&P 500 Index Fund Simple Class
AUM$2M
TER0.74%
Holdings508
See how much of MSXMX you already own
MSXMX Mutual Fund Overlap Analysis
MSXMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MSXMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 508 holdings, MSXMX may share significant positions with broad-market funds.
MSXMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MSXMX tax-loss harvesting finds highly correlated but non-identical funds.