NACMX Mutual Fund Analysis & Holdings | MarketXLS

NACMX Mutual Fund

NAV$9.75

AUM$26M

TER0.73%

Holdings201

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NACMX Mutual Fund

NAV$9.75

Columbia California Intermediate Municipal Bond Fund Class A

AUM$26M

TER0.73%

Holdings201

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

NACMX Mutual Fund Overlap Analysis

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

NACMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 201 holdings, NACMX may share significant positions with broad-market funds.

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