MSNYX Mutual Fund Analysis & Holdings | MarketXLS

MSNYX Mutual Fund

NAV$10.00

AUM$113M

TER0.83%

Holdings183

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MSNYX Mutual Fund

NAV$10.00

MFS New York Municipal Bond Fund Class A

AUM$113M

TER0.83%

Holdings183

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

MSNYX Mutual Fund Overlap Analysis

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

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

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