ONYCX Mutual Fund Analysis & Holdings | MarketXLS

ONYCX Mutual Fund

NAV$10.06

TER1.95%

Holdings295

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ONYCX Mutual Fund

NAV$10.06

Invesco Rochester AMT-Free New York Municipal Fund Class C

TER1.95%

Holdings295

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

ONYCX Mutual Fund Overlap Analysis

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

ONYCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 295 holdings, ONYCX may share significant positions with broad-market funds.

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