NYLIX Mutual Fund

NAV$10.24

AUM$13M

TER0.61%

Holdings286

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NYLIX Mutual Fund

NAV$10.24

Lord Abbett New York Tax-Free Income Fund Class I

AUM$13M

TER0.61%

Holdings286

See how much of NYLIX 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 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.