JNYIX Mutual Fund Analysis & Holdings | MarketXLS

JNYIX Mutual Fund

NAV$6.41

AUM$169M

TER0.45%

Holdings217

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JNYIX Mutual Fund

NAV$6.41

JPMorgan New York Tax Free Bond Fund Class I

AUM$169M

TER0.45%

Holdings217

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

JNYIX Mutual Fund Overlap Analysis

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

JNYIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 217 holdings, JNYIX may share significant positions with broad-market funds.

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