ETNYX Mutual Fund Analysis & Holdings | MarketXLS

ETNYX Mutual Fund

NAV$9.12

AUM$179M

TER0.87%

Holdings228

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

ETNYX Mutual Fund

NAV$9.12

Eaton Vance New York Municipal Income Fund Class A

AUM$179M

TER0.87%

Holdings228

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

ETNYX Mutual Fund Overlap Analysis

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

ETNYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 228 holdings, ETNYX may share significant positions with broad-market funds.

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