NYVTX Mutual Fund Holdings Overlap Calculator | MarketXLS

NYVTX Mutual Fund

NAV$30.87

AUM$5.3B

TER0.91%

Holdings47

See what you own twice

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

Check my overlap

NYVTX Mutual Fund

NAV$30.87

Davis New York Venture Fund A

AUM$5.3B

TER0.91%

Holdings47

See what you own twice

Check NYVTX 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 NYVTX 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 NYVTX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NYVTX Mutual Fund Overlap Analysis

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

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

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