MSMIX Mutual Fund

NAV$35.71

AUM$50M

TER1.23%

Holdings65

MSMIX Mutual Fund

NAV$35.71

NYLI WMC Value Fund Investor Class

AUM$50M

TER1.23%

Holdings65

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Holdings Overlap Analysis

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

MSMIX Mutual Fund Overlap Analysis

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

MSMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, MSMIX may share significant positions with broad-market funds.

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