WNYIX Mutual Fund

NAV$9.84

AUM$37M

TER0.56%

Holdings58

See how much of WNYIX you already own

Just $25 once·$69/mo·Download sample

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WNYIX Mutual Fund

NAV$9.84

Wilmington New York Municipal Bond Fund Class I

AUM$37M

TER0.56%

Holdings58

See how much of WNYIX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

WNYIX Mutual Fund Overlap Analysis

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

WNYIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, WNYIX may share significant positions with broad-market funds.

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