MMHVX Mutual Fund Analysis & Holdings | MarketXLS

MMHVX Mutual Fund

NAV$11.73

AUM$4M

TER0.91%

Holdings1,381

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MMHVX Mutual Fund

NAV$11.73

NYLI MacKay High Yield Muni Bond Fund Investor Class

AUM$4M

TER0.91%

Holdings1,381

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

MMHVX Mutual Fund Overlap Analysis

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

MMHVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1381 holdings, MMHVX may share significant positions with broad-market funds.

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