NYVRX Mutual Fund Holdings Overlap Calculator | MarketXLS

NYVRX Mutual Fund

NAV$30.82

AUM$55M

TER1.20%

Holdings47

See what you own twice

Check NYVRX against your other funds. Free for up to 5.

Check my overlap

NYVRX Mutual Fund

NAV$30.82

Davis New York Venture Fund Class R

AUM$55M

TER1.20%

Holdings47

See what you own twice

Check NYVRX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

NYVRX Mutual Fund Overlap Analysis

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

NYVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, NYVRX may share significant positions with broad-market funds.

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