CNYUX Mutual Fund Analysis & Holdings | MarketXLS

CNYUX Mutual Fund

NAV$11.10

AUM$19M

TER0.45%

Holdings98

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CNYUX Mutual Fund

NAV$11.10

Columbia New York Intermediate Municipal Bond Fund Class Institutional 2

AUM$19M

TER0.45%

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

CNYUX Mutual Fund Overlap Analysis

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

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

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