NAMBX Mutual Fund Analysis & Holdings | MarketXLS

NAMBX Mutual Fund

NAV$18.44

AUM$168M

TER0.88%

Holdings49

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NAMBX Mutual Fund

NAV$18.44

Columbia Select Mid Cap Value Fund Class S

AUM$168M

TER0.88%

Holdings49

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

NAMBX Mutual Fund Overlap Analysis

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

NAMBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, NAMBX may share significant positions with broad-market funds.

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