LONYX Mutual Fund Analysis & Holdings | MarketXLS

LONYX Mutual Fund

NAV$10.45

TER0.58%

Holdings286

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LONYX Mutual Fund

NAV$10.45

Lord Abbett New York Tax-Free Income Fund Class F3

TER0.58%

Holdings286

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

LONYX Mutual Fund Overlap Analysis

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

LONYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 286 holdings, LONYX may share significant positions with broad-market funds.

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