MXNYX Mutual Fund
NAV$7.80
TER0.39%
Holdings22
MXNYX Mutual Fund
NAV$7.80
Empower Lifetime 2015 Fund Institutional Class
TER0.39%
Holdings22
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MXNYX Mutual Fund Overlap Analysis
MXNYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXNYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 22 holdings, MXNYX may share significant positions with broad-market funds.
MXNYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXNYX tax-loss harvesting finds highly correlated but non-identical funds.