DNYMX Mutual Fund Analysis & Holdings | MarketXLS

DNYMX Mutual Fund

NAV$10.15

AUM$194M

TER0.25%

Holdings129

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DNYMX Mutual Fund

NAV$10.15

DFA New York Municipal Bond Portfolio Institutional Class

AUM$194M

TER0.25%

Holdings129

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

DNYMX Mutual Fund Overlap Analysis

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

DNYMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 129 holdings, DNYMX may share significant positions with broad-market funds.

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