RMUYX Mutual Fund Analysis & Holdings | MarketXLS

RMUYX Mutual Fund

NAV$14.28

AUM$510M

TER0.96%

Holdings701

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RMUYX Mutual Fund

NAV$14.28

Invesco Rochester New York Municipals Fund Class Y

AUM$510M

TER0.96%

Holdings701

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

RMUYX Mutual Fund Overlap Analysis

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

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

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