MTFHX Mutual Fund Analysis & Holdings | MarketXLS

MTFHX Mutual Fund

NAV$9.46

AUM$5M

TER0.45%

Holdings1,242

See inside every fund you own

$99/yr Pro · Cancel anytime

X-ray my whole portfolio

MTFHX Mutual Fund

NAV$9.46

NYLI MacKay Strategic Muni Allocation Fund Class R6

AUM$5M

TER0.45%

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

MTFHX Mutual Fund Overlap Analysis

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

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

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