NYAFX Mutual Fund
NYAFX Mutual Fund
NAV$9.39
AUM$29M
TER0.42%
Holdings266
See how much of NYAFX you already own
NYAFX Mutual Fund
NAV$9.39
American Funds Tax-Exempt Fund of New York Class F-2
AUM$29M
TER0.42%
Holdings266
See how much of NYAFX you already own
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 266 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.