FTNYX Mutual Fund
FTNYX Mutual Fund
NAV$9.66
AUM$154M
TER0.80%
Holdings164
See how much of FTNYX you already own
FTNYX Mutual Fund
NAV$9.66
Nomura Tax-Free New York Fund Class A
AUM$154M
TER0.80%
Holdings164
See how much of FTNYX you already own
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 164 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.