MPNYX Mutual Fund

NAV$8.85

AUM$11M

TER0.52%

Holdings183

MPNYX Mutual Fund

NAV$8.85

MFS New York Municipal Bond Fund Class R6

AUM$11M

TER0.52%

Holdings183

X-ray your whole portfolio

$99/yr7-day refund. Mutual funds, ETFs, 401(k)s.

Get Pro →

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

Holdings Overlap Analysis

Compare MPNYX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MPNYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MPNYX Mutual Fund Overlap Analysis

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

MPNYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 183 holdings, MPNYX may share significant positions with broad-market funds.

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