MSOAX Mutual Fund

MSOAX Mutual Fund (NYLIM WMC Enduring Capital Fund Class A) is managed by New York Life Investment Management LLC with $261.4M in net assets. MSOAX expense ratio is 0.92%, holding 32 positions across sectors including Industrials, Financials, Information Technology. Inception date: 1998-06-01.

MSOAX performance shows a YTD return of 0.08%. The 1-year return is -1.93% and the 5-year return is 5.29%. MSOAX dividend yield stands at 0.34%.

MSOAX top holdings include Constellation Software Inc/Canada (5.7%), Paccar Inc. (5.3%), Expeditors International Of Washington Inc (5.3%), Credit Acceptance Corp (5.3%), M&T Bank Corp (5.2%). Go to all MSOAX holdings, MSOAX sectors, or MSOAX dividends.

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