MTFDX Mutual Fund

NAV$9.48

AUM$167M

TER0.74%

Holdings1,242

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MTFDX Mutual Fund

NAV$9.48

NYLI MacKay Strategic Muni Allocation Fund Class A

AUM$167M

TER0.74%

Holdings1,242

See inside every fund you own

$99/yr 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 MTFDX 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 MTFDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MTFDX Mutual Fund Overlap Analysis

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

MTFDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1242 holdings, MTFDX may share significant positions with broad-market funds.

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