NEOYX Mutual Fund
NEOYX Mutual Fund
NAV$36.94
AUM$70M
TER0.77%
Holdings59
See how much of NEOYX you already own
NEOYX Mutual Fund
NAV$36.94
Natixis Oakmark Fund Class Y
AUM$70M
TER0.77%
Holdings59
See how much of NEOYX you already own
NEOYX Mutual Fund Overlap Analysis
NEOYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NEOYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, NEOYX may share significant positions with broad-market funds.
NEOYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NEOYX tax-loss harvesting finds highly correlated but non-identical funds.