NYAAX Mutual Fund
NYAAX Mutual Fund
NAV$9.39
AUM$189M
TER0.58%
Holdings266
See how much of NYAAX you already own
NYAAX Mutual Fund
NAV$9.39
American Funds Tax-Exempt Fund of New York Class A
AUM$189M
TER0.58%
Holdings266
See how much of NYAAX you already own
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 266 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.