EXNYX Mutual Fund Analysis & Holdings | MarketXLS

EXNYX Mutual Fund

NAV$9.43

AUM$21M

TER0.70%

Holdings94

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EXNYX Mutual Fund

NAV$9.43

Eaton Vance New York Municipal Opportunities Fund Class A

AUM$21M

TER0.70%

Holdings94

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

EXNYX Mutual Fund Overlap Analysis

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

EXNYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, EXNYX may share significant positions with broad-market funds.

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