MSOAX Mutual Fund

NAV$37.70

AUM$261M

TER0.92%

Holdings34

MSOAX Mutual Fund

NAV$37.70

NYLI WMC Enduring Capital Fund Class A

AUM$261M

TER0.92%

Holdings34

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Holdings Overlap Analysis

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

MSOAX Mutual Fund Overlap Analysis

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

MSOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 34 holdings, MSOAX may share significant positions with broad-market funds.

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