TNYIX Mutual Fund Holdings Overlap Calculator | MarketXLS

TNYIX Mutual Fund

NAV$11.91

AUM$19M

TER0.67%

Holdings80

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TNYIX Mutual Fund

NAV$11.91

Thornburg New York Intermediate Municipal Fund Class I

AUM$19M

TER0.67%

Holdings80

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

TNYIX Mutual Fund Overlap Analysis

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

TNYIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, TNYIX may share significant positions with broad-market funds.

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