MSXMX Mutual Fund

NAV$80.46

AUM$2M

TER0.74%

Holdings508

MSXMX Mutual Fund

NAV$80.46

NYLI S&P 500 Index Fund Simple Class

AUM$2M

TER0.74%

Holdings508

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Holdings Overlap Analysis

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

MSXMX Mutual Fund Overlap Analysis

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

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

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