LTNYX Mutual Fund Analysis & Holdings | MarketXLS

LTNYX Mutual Fund

NAV$2.78

AUM$1.2B

TER0.83%

Holdings497

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LTNYX Mutual Fund

NAV$2.78

Invesco Rochester Limited Term New York Municipal Fund Class A

AUM$1.2B

TER0.83%

Holdings497

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

LTNYX Mutual Fund Overlap Analysis

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

LTNYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 497 holdings, LTNYX may share significant positions with broad-market funds.

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