MTFZX Mutual Fund Analysis & Holdings | MarketXLS

MTFZX Mutual Fund

NAV$9.47

TER0.64%

Holdings1,242

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MTFZX Mutual Fund

NAV$9.47

NYLI MacKay Strategic Muni Allocation Fund Class Z

TER0.64%

Holdings1,242

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

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.