PNYIX Mutual Fund

NAV$10.16

AUM$610M

TER0.45%

Holdings282

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PNYIX Mutual Fund

NAV$10.16

PIMCO New York Municipal Bond Fund Institutional Class

AUM$610M

TER0.45%

Holdings282

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

PNYIX Mutual Fund Overlap Analysis

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

PNYIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 282 holdings, PNYIX may share significant positions with broad-market funds.

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