MYSPX Mutual Fund

NAV$80.76

AUM$40M

TER0.79%

Holdings508

MYSPX Mutual Fund

NAV$80.76

NYLI S&P 500 Index Fund Investor Class

AUM$40M

TER0.79%

Holdings508

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Holdings Overlap Analysis

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

MYSPX Mutual Fund Overlap Analysis

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

MYSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 508 holdings, MYSPX may share significant positions with broad-market funds.

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