MTSPX Mutual Fund Analysis & Holdings | MarketXLS

MTSPX Mutual Fund

NAV$9.25

AUM$6M

TER1.18%

Holdings10

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

MTSPX Mutual Fund

NAV$9.25

NYLI MacKay Tax Free Bond Fund Class C2

AUM$6M

TER1.18%

Holdings10

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 MTSPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MTSPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

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.