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 5.20%. The 1-year return is 0.07% and the 5-year return is 6.39%. MSOAX dividend yield stands at 3.86%, 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 Corp. (4.8%). 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.