MOPAX Mutual Fund

MOPAX Mutual Fund (NYLIM WMC Small Companies Fund Class A) is managed by New York Life Investment Management LLC with $128.5M in net assets. MOPAX expense ratio is 1.20%, holding 152 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2004-01-02.

MOPAX performance shows a YTD return of 21.05%. The 1-year return is 29.54% and the 5-year return is 8.81%. MOPAX dividend yield stands at 0.02%.

MOPAX top holdings include Xometry, Inc. (3.6%), Ishares Russell 2000 Index ETF (3.1%), Lundin Mining Corp (2.7%), Laureate Education Inc (2.4%), Enova International Inc. (usd) (2.3%). Go to all MOPAX holdings, MOPAX sectors, or MOPAX dividends.

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