MIXMX Mutual Fund
MIXMX Mutual Fund
NAV$9.12
AUM$56,378.38
TER1.02%
Holdings107
See how much of MIXMX you already own
MIXMX Mutual Fund
NAV$9.12
NYLI Short Term Bond Fund Simple Class
AUM$56,378.38
TER1.02%
Holdings107
See how much of MIXMX you already own
MIXMX Mutual Fund Overlap Analysis
MIXMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIXMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 107 holdings, MIXMX may share significant positions with broad-market funds.
MIXMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIXMX tax-loss harvesting finds highly correlated but non-identical funds.