FTNYX Mutual Fund Analysis & Holdings | MarketXLS

FTNYX Mutual Fund

NAV$10.28

AUM$154M

TER0.80%

Holdings165

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FTNYX Mutual Fund

NAV$10.28

Nomura Tax-Free New York Fund Class A

AUM$154M

TER0.80%

Holdings165

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

FTNYX Mutual Fund Overlap Analysis

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

FTNYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 165 holdings, FTNYX may share significant positions with broad-market funds.

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