MINSX Mutual Fund
NAV$12.76
AUM$10M
TER0.78%
Holdings274
MINSX Mutual Fund
NAV$12.76
BNY Mellon National Short-Term Municipal Bond Fund Investor Shares
AUM$10M
TER0.78%
Holdings274
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MINSX Mutual Fund Overlap Analysis
MINSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MINSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 274 holdings, MINSX may share significant positions with broad-market funds.
MINSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MINSX tax-loss harvesting finds highly correlated but non-identical funds.