NTNYX Mutual Fund Analysis & Holdings | MarketXLS

NTNYX Mutual Fund

NAV$9.58

AUM$537M

TER0.57%

Holdings199

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NTNYX Mutual Fund

NAV$9.58

Nuveen New York Municipal Bond Fund Class I

AUM$537M

TER0.57%

Holdings199

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare NTNYX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NTNYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NTNYX Mutual Fund Overlap Analysis

NTNYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

NTNYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 199 holdings, NTNYX may share significant positions with broad-market funds.

NTNYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NTNYX tax-loss harvesting finds highly correlated but non-identical funds.