MSOIX Mutual Fund (NYLI WMC Enduring Capital Fund Class I) is managed by New York Life Investment Management LLC with $84.6M in net assets. MSOIX expense ratio is 0.68%, holding 33 positions across sectors including Industrials, Financials, Consumer Discretionary. Inception date: 2004-12-28.

MSOIX performance shows a YTD return of 2.60%. The 1-year return is -2.45% and the 5-year return is 9.44%. MSOIX dividend yield stands at 4.12%, paid annually.

MSOIX top holdings include Constellation Software Inc/Canada (6.3%), Nvr  Inc . (5.7%), Markel Corp. (5.5%), Progressive Corp. (5.4%), Paccar Inc. (4.7%). View all MSOIX holdings, sector breakdown, or dividend history.

MSOIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. MSOIX alternatives are available via the screener, along with tax-loss harvesting opportunities.