MTOIX Mutual Fund

NAV$26.18

AUM$277M

TER0.77%

Holdings583

MTOIX Mutual Fund

NAV$26.18

NYLI Income Builder Fund Class I

AUM$277M

TER0.77%

Holdings583

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Holdings Overlap Analysis

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

MTOIX Mutual Fund Overlap Analysis

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

MTOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 583 holdings, MTOIX may share significant positions with broad-market funds.

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