COTFX Mutual Fund

NAV$9.65

AUM$94M

TER0.67%

Holdings99

COTFX Mutual Fund

NAV$9.65

NYLI MacKay Colorado Muni Fund Class Z

AUM$94M

TER0.67%

Holdings99

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare COTFX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings COTFX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

COTFX Mutual Fund Overlap Analysis

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

COTFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, COTFX may share significant positions with broad-market funds.

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