MCNYX Mutual Fund
MCNYX Mutual Fund
NAV$9.98
AUM$2M
TER1.58%
Holdings183
MCNYX Mutual Fund
NAV$9.98
MFS New York Municipal Bond Fund Class C
AUM$2M
TER1.58%
Holdings183
MCNYX Mutual Fund Overlap Analysis
MCNYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MCNYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 183 holdings, MCNYX may share significant positions with broad-market funds.
MCNYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MCNYX tax-loss harvesting finds highly correlated but non-identical funds.