MXFNX Mutual Fund
MXFNX Mutual Fund
NAV$8.54
AUM$17M
TER1.11%
Holdings513
See how much of MXFNX you already own
MXFNX Mutual Fund
NAV$8.54
NYLI Floating Rate Fund Investor Class
AUM$17M
TER1.11%
Holdings513
See how much of MXFNX you already own
MXFNX Mutual Fund Overlap Analysis
MXFNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXFNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 513 holdings, MXFNX may share significant positions with broad-market funds.
MXFNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXFNX tax-loss harvesting finds highly correlated but non-identical funds.