MYTBX Mutual Fund
MYTBX Mutual Fund
NAV$9.32
AUM$2M
TER0.99%
Holdings393
See how much of MYTBX you already own
MYTBX Mutual Fund
NAV$9.32
NYLI MacKay Short Term Muni Fund Investor Class
AUM$2M
TER0.99%
Holdings393
See how much of MYTBX you already own
MYTBX Mutual Fund Overlap Analysis
MYTBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MYTBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 393 holdings, MYTBX may share significant positions with broad-market funds.
MYTBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MYTBX tax-loss harvesting finds highly correlated but non-identical funds.