OPNYX Mutual Fund Analysis & Holdings | MarketXLS

OPNYX Mutual Fund

NAV$10.05

TER1.19%

Holdings295

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OPNYX Mutual Fund

NAV$10.05

Invesco Rochester AMT-Free New York Municipal Fund Class A

TER1.19%

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

OPNYX Mutual Fund Overlap Analysis

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

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

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