NYACX Mutual Fund Analysis & Holdings | MarketXLS

NYACX Mutual Fund

NAV$9.96

AUM$11M

TER1.33%

Holdings251

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NYACX Mutual Fund

NAV$9.96

American Funds Tax-Exempt Fund of New York Class C

AUM$11M

TER1.33%

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

NYACX Mutual Fund Overlap Analysis

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

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

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