JNYIX Mutual Fund
JNYIX Mutual Fund
NAV$6.41
AUM$169M
TER0.45%
Holdings217
See how much of JNYIX you already own
JNYIX Mutual Fund
NAV$6.41
JPMorgan New York Tax Free Bond Fund Class I
AUM$169M
TER0.45%
Holdings217
See how much of JNYIX you already own
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.