MNEAX Mutual Fund

NAV$11.85

AUM$43M

TER0.90%

Holdings15

See how much of MNEAX you already own

Just $25 once·$99/mo·Download sample

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MNEAX Mutual Fund

NAV$11.85

NYLIM Conservative ETF Allocation Fund Class A

AUM$43M

TER0.90%

Holdings15

See how much of MNEAX 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 MNEAX 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 MNEAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MNEAX Mutual Fund Overlap Analysis

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

MNEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 15 holdings, MNEAX may share significant positions with broad-market funds.

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