PNYAX Mutual Fund

NAV$10.58

AUM$610M

TER0.78%

Holdings269

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PNYAX Mutual Fund

NAV$10.58

PIMCO New York Municipal Bond Fund Class A

AUM$610M

TER0.78%

Holdings269

See how much of PNYAX 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 PNYAX 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 PNYAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

PNYAX Mutual Fund Overlap Analysis

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

PNYAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 269 holdings, PNYAX may share significant positions with broad-market funds.

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