MTSPX Mutual Fund
MTSPX Mutual Fund
NAV$8.94
AUM$6M
TER1.18%
Holdings10
See how much of MTSPX you already own
MTSPX Mutual Fund
NAV$8.94
NYLIM MacKay Tax Free Bond Fund Class C2
AUM$6M
TER1.18%
Holdings10
See how much of MTSPX you already own
MTSPX Mutual Fund Overlap Analysis
MTSPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MTSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, MTSPX may share significant positions with broad-market funds.
MTSPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MTSPX tax-loss harvesting finds highly correlated but non-identical funds.