NYLAX Mutual Fund

NAV$10.22

AUM$39M

TER1.45%

Holdings286

See how much of NYLAX you already own

Just $25 once·$99/mo·Download sample

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NYLAX Mutual Fund

NAV$10.22

Lord Abbett New York Tax-Free Income Fund Class C

AUM$39M

TER1.45%

Holdings286

See how much of NYLAX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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.