NAAGX Mutual Fund
NAAGX Mutual Fund
NAV$8.59
AUM$7M
TER1.61%
Holdings161
See how much of NAAGX you already own
NAAGX Mutual Fund
NAV$8.59
Nuveen Massachusetts Municipal Bond Fund Class C
AUM$7M
TER1.61%
Holdings161
See how much of NAAGX you already own
NAAGX Mutual Fund Overlap Analysis
NAAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NAAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 161 holdings, NAAGX may share significant positions with broad-market funds.
NAAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NAAGX tax-loss harvesting finds highly correlated but non-identical funds.