DNYAX Mutual Fund

NAV$13.48

AUM$595M

TER0.62%

Holdings231

DNYAX Mutual Fund

NAV$13.48

BNY Mellon New York AMT-Free Municipal Bond Fund Class Z

AUM$595M

TER0.62%

Holdings231

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Holdings Overlap Analysis

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

DNYAX Mutual Fund Overlap Analysis

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

DNYAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 231 holdings, DNYAX may share significant positions with broad-market funds.

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