DNYIX Mutual Fund Analysis & Holdings | MarketXLS

DNYIX Mutual Fund

NAV$13.51

AUM$58M

TER0.54%

Holdings231

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DNYIX Mutual Fund

NAV$13.51

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

AUM$58M

TER0.54%

Holdings231

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

DNYIX Mutual Fund Overlap Analysis

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

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

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