MTMNX Mutual Fund

NAV$9.10

AUM$4M

TER1.11%

Holdings565

MTMNX Mutual Fund

NAV$9.10

NYLI MacKay Total Return Bond Fund Investor Class

AUM$4M

TER1.11%

Holdings565

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Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

MTMNX Mutual Fund Overlap Analysis

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

MTMNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 565 holdings, MTMNX may share significant positions with broad-market funds.

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