MNERX Mutual Fund

NAV$12.04

AUM$856,956.33

TER1.30%

Holdings16

MNERX Mutual Fund

NAV$12.04

NYLI Conservative ETF Allocation Fund Class R3

AUM$856,956.33

TER1.30%

Holdings16

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare MNERX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MNERX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MNERX Mutual Fund Overlap Analysis

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

MNERX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, MNERX may share significant positions with broad-market funds.

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