MXFNX Mutual Fund

NAV$8.52

AUM$17M

TER1.11%

Holdings513

MXFNX Mutual Fund

NAV$8.52

NYLI Floating Rate Fund Investor Class

AUM$17M

TER1.11%

Holdings513

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Holdings Overlap Analysis

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

MXFNX Mutual Fund Overlap Analysis

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

MXFNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 513 holdings, MXFNX may share significant positions with broad-market funds.

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