MOECX Mutual Fund
NAV$17.21
AUM$229,654.6
TER1.57%
Holdings16
MOECX Mutual Fund
NAV$17.21
NYLI Growth ETF Allocation Fund Class C
AUM$229,654.6
TER1.57%
Holdings16
See inside every mutual fund you own
$29/moCancel anytime.
MOECX Mutual Fund Overlap Analysis
MOECX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MOECX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, MOECX may share significant positions with broad-market funds.
MOECX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MOECX tax-loss harvesting finds highly correlated but non-identical funds.