TFNYX Mutual Fund Holdings Overlap Calculator | MarketXLS

TFNYX Mutual Fund

NAV$9.97

TER0.30%

Holdings251

See what you own twice

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

Check my overlap

TFNYX Mutual Fund

NAV$9.97

American Funds Tax-Exempt Fund of New York - Class F-3

TER0.30%

Holdings251

See what you own twice

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

Check my overlap

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

TFNYX Mutual Fund Overlap Analysis

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

TFNYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 251 holdings, TFNYX may share significant positions with broad-market funds.

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