USNYX Mutual Fund

NAV$9.79

AUM$88M

TER0.65%

Holdings101

See how much of USNYX you already own

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USNYX Mutual Fund

NAV$9.79

Victory New York Bond Fund Class Fund Shares

AUM$88M

TER0.65%

Holdings101

See how much of USNYX you already own

Just $25 once·$99/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 USNYX 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 USNYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

USNYX Mutual Fund Overlap Analysis

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

USNYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 101 holdings, USNYX may share significant positions with broad-market funds.

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