MIXNX Mutual Fund
MIXNX Mutual Fund
NAV$9.12
AUM$2M
TER0.92%
Holdings107
See how much of MIXNX you already own
MIXNX Mutual Fund
NAV$9.12
NYLI Short Term Bond Fund Investor Class
AUM$2M
TER0.92%
Holdings107
See how much of MIXNX you already own
MIXNX Mutual Fund Overlap Analysis
MIXNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MIXNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 107 holdings, MIXNX may share significant positions with broad-market funds.
MIXNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIXNX tax-loss harvesting finds highly correlated but non-identical funds.