RMUNX Mutual Fund

NAV$14.10

TER1.15%

Holdings701

See how much of RMUNX you already own

Just $25 once·$99/mo·Download sample

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RMUNX Mutual Fund

NAV$14.10

Invesco Rochester New York Municipals Fund Class A

TER1.15%

Holdings701

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

RMUNX Mutual Fund Overlap Analysis

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

RMUNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 701 holdings, RMUNX may share significant positions with broad-market funds.

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