NACCX Mutual Fund
NACCX Mutual Fund
NAV$9.73
AUM$11M
TER1.61%
Holdings200
NACCX Mutual Fund
NAV$9.73
Nuveen Maryland Municipal Bond Fund Class C
AUM$11M
TER1.61%
Holdings200
NACCX Mutual Fund Overlap Analysis
NACCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NACCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 200 holdings, NACCX may share significant positions with broad-market funds.
NACCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NACCX tax-loss harvesting finds highly correlated but non-identical funds.