FNYTX Mutual Fund
FNYTX Mutual Fund
NAV$9.78
TER0.63%
Holdings449
FNYTX Mutual Fund
NAV$9.78
Franklin New York Tax-Free Income Fund Class A1
TER0.63%
Holdings449
FNYTX Mutual Fund Overlap Analysis
FNYTX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
FNYTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 449 holdings, FNYTX may share significant positions with broad-market funds.
FNYTX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. FNYTX tax-loss harvesting finds highly correlated but non-identical funds.