NAIPX Mutual Fund Analysis & Holdings | MarketXLS

NAIPX Mutual Fund

TER2.30%

Holdings99

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NAIPX Mutual Fund

Nomura Alternative Income Fund Class A

TER2.30%

Holdings99

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

NAIPX Mutual Fund Overlap Analysis

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

NAIPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, NAIPX may share significant positions with broad-market funds.

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