NYLAX Mutual Fund

NAV$10.44

AUM$39M

TER1.45%

Holdings286

NYLAX Mutual Fund

NAV$10.44

Lord Abbett New York Tax-Free Income Fund Class C

AUM$39M

TER1.45%

Holdings286

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Holdings Overlap Analysis

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

NYLAX Mutual Fund Overlap Analysis

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

NYLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 286 holdings, NYLAX may share significant positions with broad-market funds.

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