CNYIX Mutual Fund Analysis & Holdings | MarketXLS

CNYIX Mutual Fund

NAV$11.04

AUM$4M

TER0.50%

Holdings98

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CNYIX Mutual Fund

NAV$11.04

Columbia New York Intermediate Municipal Bond Fund Class Adv

AUM$4M

TER0.50%

Holdings98

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

CNYIX Mutual Fund Overlap Analysis

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

CNYIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 98 holdings, CNYIX may share significant positions with broad-market funds.

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