LTNYX Mutual Fund
LTNYX Mutual Fund
NAV$2.76
AUM$1.2B
TER0.77%
Holdings497
See how much of LTNYX you already own
LTNYX Mutual Fund
NAV$2.76
Invesco Rochester Limited Term New York Municipal Fund Class A
AUM$1.2B
TER0.77%
Holdings497
See how much of LTNYX you already own
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.