NAJPX Mutual Fund
NAJPX Mutual Fund
NAV$9.01
AUM$41M
TER1.55%
Holdings207
See how much of NAJPX you already own
NAJPX Mutual Fund
NAV$9.01
Nuveen New York Municipal Bond Fund Class C
AUM$41M
TER1.55%
Holdings207
See how much of NAJPX you already own
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 207 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.