NAFOX Mutual Fund
NAFOX Mutual Fund
NAV$9.61
AUM$5M
TER1.63%
Holdings180
See how much of NAFOX you already own
NAFOX Mutual Fund
NAV$9.61
Nuveen Oregon Intermediate Municipal Bond Fund Class C
AUM$5M
TER1.63%
Holdings180
See how much of NAFOX you already own
NAFOX Mutual Fund Overlap Analysis
NAFOX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NAFOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 180 holdings, NAFOX may share significant positions with broad-market funds.
NAFOX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NAFOX tax-loss harvesting finds highly correlated but non-identical funds.