MIXAX Mutual Fund

NAV$9.05

AUM$55M

TER0.73%

Holdings107

See how much of MIXAX you already own

Just $25 once·$99/mo·Download sample

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MIXAX Mutual Fund

NAV$9.05

NYLI Short Term Bond Fund Class A

AUM$55M

TER0.73%

Holdings107

See how much of MIXAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MIXAX Mutual Fund Overlap Analysis

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

MIXAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 107 holdings, MIXAX may share significant positions with broad-market funds.

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