MOINX Mutual Fund

MOINX Mutual Fund (NYLIM WMC Small Companies Fund Investor Class) is managed by New York Life Investment Management LLC with $34.5M in net assets. MOINX expense ratio is 1.48%, holding 152 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2008-02-28.

MOINX performance shows a YTD return of 25.19%. The 1-year return is 33.98% and the 5-year return is 8.50%. MOINX dividend yield stands at 0.02%, paid annually.

MOINX top holdings include Xometry, Inc. (3.3%), Enova International Inc. (usd) (2.6%), Lundin Mining Corp (2.6%), Kaiser Aluminum Corp (2.5%), Laureate Education Inc (2.4%). Go to all MOINX holdings, MOINX sectors, or MOINX dividends.

MOINX can be compared against other funds. Use MOINX overlap to find shared positions, or MOINX vs another fund for a side-by-side view. MOINX alternatives are available via the screener, along with tax-loss harvesting opportunities.