CNYZX Mutual Fund

NAV$25.39

AUM$33M

TER0.51%

Holdings101

See how much of CNYZX you already own

Just $25 once·$69/mo·Download sample

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CNYZX Mutual Fund

NAV$25.39

Columbia Strategic New York Municipal Income Fund Class I

AUM$33M

TER0.51%

Holdings101

See how much of CNYZX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

CNYZX Mutual Fund Overlap Analysis

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

CNYZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, CNYZX may share significant positions with broad-market funds.

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