MSTAX Mutual Fund Analysis & Holdings | MarketXLS

MSTAX Mutual Fund

NAV$9.30

AUM$204M

TER0.67%

Holdings393

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MSTAX Mutual Fund

NAV$9.30

NYLI MacKay Short Term Muni Fund Class A

AUM$204M

TER0.67%

Holdings393

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

MSTAX Mutual Fund Overlap Analysis

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

MSTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 393 holdings, MSTAX may share significant positions with broad-market funds.

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