MXFAX Mutual Fund

NAV$8.53

AUM$708M

TER0.96%

Holdings513

MXFAX Mutual Fund

NAV$8.53

NYLI Floating Rate Fund Class A

AUM$708M

TER0.96%

Holdings513

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Holdings Overlap Analysis

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

MXFAX Mutual Fund Overlap Analysis

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

MXFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 513 holdings, MXFAX may share significant positions with broad-market funds.

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