NYAAX Mutual Fund Analysis & Holdings | MarketXLS

NYAAX Mutual Fund

NAV$9.97

AUM$189M

TER0.58%

Holdings251

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NYAAX Mutual Fund

NAV$9.97

American Funds Tax-Exempt Fund of New York Class A

AUM$189M

TER0.58%

Holdings251

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 NYAAX 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 NYAAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NYAAX Mutual Fund Overlap Analysis

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

NYAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 251 holdings, NYAAX may share significant positions with broad-market funds.

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