MTFMX Mutual Fund
MTFMX Mutual Fund
NAV$9.32
AUM$2M
TER1.19%
Holdings1,242
See how much of MTFMX you already own
MTFMX Mutual Fund
NAV$9.32
NYLI MacKay Strategic Muni Allocation Fund Class C2
AUM$2M
TER1.19%
Holdings1,242
See how much of MTFMX you already own
MTFMX Mutual Fund Overlap Analysis
MTFMX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MTFMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1242 holdings, MTFMX may share significant positions with broad-market funds.
MTFMX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MTFMX tax-loss harvesting finds highly correlated but non-identical funds.