NYACX Mutual Fund
NYACX Mutual Fund
NAV$9.83
AUM$11M
TER1.33%
Holdings256
See how much of NYACX you already own
NYACX Mutual Fund
NAV$9.83
American Funds Tax-Exempt Fund of New York Class C
AUM$11M
TER1.33%
Holdings256
See how much of NYACX you already own
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 256 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.