MSXAX Mutual Fund

NAV$82.34

AUM$1.2B

TER0.51%

Holdings508

MSXAX Mutual Fund

NAV$82.34

NYLI S&P 500 Index Fund Class A

AUM$1.2B

TER0.51%

Holdings508

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Holdings Overlap Analysis

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

MSXAX Mutual Fund Overlap Analysis

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

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

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