LNYAX Mutual Fund
LNYAX Mutual Fund
NAV$11.05
AUM$10M
TER0.75%
Holdings98
See how much of LNYAX you already own
LNYAX Mutual Fund
NAV$11.05
Columbia New York Intermediate Municipal Bond Fund Class A
AUM$10M
TER0.75%
Holdings98
See how much of LNYAX you already own
LNYAX Mutual Fund Overlap Analysis
LNYAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
LNYAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 98 holdings, LNYAX may share significant positions with broad-market funds.
LNYAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. LNYAX tax-loss harvesting finds highly correlated but non-identical funds.