NAJPX Mutual Fund Holdings Overlap Calculator | MarketXLS

NAJPX Mutual Fund

NAV$9.56

AUM$41M

TER1.57%

Holdings199

See what you own twice

Check NAJPX against your other funds. Free for up to 5.

Check my overlap

NAJPX Mutual Fund

NAV$9.56

Nuveen New York Municipal Bond Fund Class C

AUM$41M

TER1.57%

Holdings199

See what you own twice

Check NAJPX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

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

NAJPX Mutual Fund Overlap Analysis

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

NAJPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 199 holdings, NAJPX may share significant positions with broad-market funds.

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