MNEAX Mutual Fund
MNEAX Mutual Fund
NAV$12.14
AUM$43M
TER0.95%
Holdings16
See how much of MNEAX you already own
MNEAX Mutual Fund
NAV$12.14
NYLI Conservative ETF Allocation Fund Class A
AUM$43M
TER0.95%
Holdings16
See how much of MNEAX you already own
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 16 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.