MSPIX Mutual Fund

NAV$84.49

AUM$298M

TER0.26%

Holdings508

MSPIX Mutual Fund

NAV$84.49

NYLI S&P 500 Index Fund Institutional Class

AUM$298M

TER0.26%

Holdings508

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare MSPIX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MSPIX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MSPIX Mutual Fund Overlap Analysis

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

MSPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 508 holdings, MSPIX may share significant positions with broad-market funds.

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