SNWYX Mutual Fund Holdings Overlap Calculator | MarketXLS

SNWYX Mutual Fund

NAV$9.72

AUM$82M

TER0.65%

Holdings143

See what you own twice

Check SNWYX against your other funds. Free for up to 5.

Check my overlap

SNWYX Mutual Fund

NAV$9.72

DWS New York Tax-Free Income Fund Class S

AUM$82M

TER0.65%

Holdings143

See what you own twice

Check SNWYX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

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

SNWYX Mutual Fund Overlap Analysis

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

SNWYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 143 holdings, SNWYX may share significant positions with broad-market funds.

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