MNYLX Mutual Fund
MNYLX Mutual Fund
NAV$8.83
AUM$60M
TER0.58%
Holdings183
MNYLX Mutual Fund
NAV$8.83
MFS New York Municipal Bond Fund Class I
AUM$60M
TER0.58%
Holdings183
MNYLX Mutual Fund Overlap Analysis
MNYLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MNYLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 183 holdings, MNYLX may share significant positions with broad-market funds.
MNYLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MNYLX tax-loss harvesting finds highly correlated but non-identical funds.