MOPIX Mutual Fund

MOPIX Mutual Fund (NYLIM WMC Small Companies Fund Class I) is managed by New York Life Investment Management LLC with $137.8M in net assets. MOPIX expense ratio is 0.95%, holding 152 positions across sectors including Information Technology, Health Care, Financials. Inception date: 1987-01-12.

MOPIX performance shows a YTD return of 21.29%. The 1-year return is 29.87% and the 5-year return is 13.73%. MOPIX dividend yield stands at 0.15%.

MOPIX 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 MOPIX holdings, MOPIX sectors, or MOPIX dividends.

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