USNYX Mutual Fund Analysis & Holdings | MarketXLS

USNYX Mutual Fund

NAV$10.59

AUM$94M

TER0.63%

Holdings100

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USNYX Mutual Fund

NAV$10.59

Victory New York Bond Fund Class Fund Shares

AUM$94M

TER0.63%

Holdings100

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

USNYX Mutual Fund Overlap Analysis

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

USNYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, USNYX may share significant positions with broad-market funds.

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