MTFZX Mutual Fund
MTFZX Mutual Fund
NAV$9.12
TER0.64%
Holdings1,242
See how much of MTFZX you already own
MTFZX Mutual Fund
NAV$9.12
NYLIM MacKay Strategic Muni Allocation Fund Class Z
TER0.64%
Holdings1,242
See how much of MTFZX you already own
MTFZX Mutual Fund Overlap Analysis
MTFZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MTFZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1242 holdings, MTFZX may share significant positions with broad-market funds.
MTFZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MTFZX tax-loss harvesting finds highly correlated but non-identical funds.