FNYAX Mutual Fund Analysis & Holdings | MarketXLS

FNYAX Mutual Fund

NAV$9.79

AUM$215M

TER0.53%

Holdings449

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FNYAX Mutual Fund

NAV$9.79

Franklin New York Tax Free Income Fund Advisor Class

AUM$215M

TER0.53%

Holdings449

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

FNYAX Mutual Fund Overlap Analysis

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

FNYAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 449 holdings, FNYAX may share significant positions with broad-market funds.

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