TRYIX Mutual Fund
NAV$10.65
AUM$57M
TER0.43%
Holdings287
TRYIX Mutual Fund
NAV$10.65
New York Tax-Free Bond Fund Class I
AUM$57M
TER0.43%
Holdings287
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TRYIX Mutual Fund Overlap Analysis
TRYIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
TRYIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 287 holdings, TRYIX may share significant positions with broad-market funds.
TRYIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. TRYIX tax-loss harvesting finds highly correlated but non-identical funds.