LANYX Mutual Fund
LANYX Mutual Fund
NAV$10.45
AUM$279M
TER0.81%
Holdings286
LANYX Mutual Fund
NAV$10.45
Lord Abbett New York Tax-Free Income Fund Class A
AUM$279M
TER0.81%
Holdings286
LANYX Mutual Fund Overlap Analysis
LANYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LANYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 286 holdings, LANYX may share significant positions with broad-market funds.
LANYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LANYX tax-loss harvesting finds highly correlated but non-identical funds.