NYLIX Mutual Fund

NAV$10.46

AUM$13M

TER0.61%

Holdings286

NYLIX Mutual Fund

NAV$10.46

Lord Abbett New York Tax-Free Income Fund Class I

AUM$13M

TER0.61%

Holdings286

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Holdings Overlap Analysis

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

NYLIX Mutual Fund Overlap Analysis

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

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

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