MYSPX Mutual Fund
MYSPX Mutual Fund
NAV$81.35
AUM$40M
TER0.79%
Holdings508
See how much of MYSPX you already own
MYSPX Mutual Fund
NAV$81.35
NYLI S&P 500 Index Fund Investor Class
AUM$40M
TER0.79%
Holdings508
See how much of MYSPX you already own
MYSPX Mutual Fund Overlap Analysis
MYSPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MYSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 508 holdings, MYSPX may share significant positions with broad-market funds.
MYSPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MYSPX tax-loss harvesting finds highly correlated but non-identical funds.