MXFAX Mutual Fund
MXFAX Mutual Fund
NAV$8.47
AUM$535M
TER0.96%
Holdings469
See how much of MXFAX you already own
MXFAX Mutual Fund
NAV$8.47
NYLIM Floating Rate Fund Class A
AUM$535M
TER0.96%
Holdings469
See how much of MXFAX you already own
MXFAX Mutual Fund Overlap Analysis
MXFAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
MXFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 469 holdings, MXFAX may share significant positions with broad-market funds.
MXFAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MXFAX tax-loss harvesting finds highly correlated but non-identical funds.