NYAFX Mutual Fund
NYAFX Mutual Fund
NAV$9.97
AUM$29M
TER0.42%
Holdings251
NYAFX Mutual Fund
NAV$9.97
American Funds Tax-Exempt Fund of New York Class F-2
AUM$29M
TER0.42%
Holdings251
NYAFX Mutual Fund Overlap Analysis
NYAFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NYAFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 251 holdings, NYAFX may share significant positions with broad-market funds.
NYAFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NYAFX tax-loss harvesting finds highly correlated but non-identical funds.