NAMFX Mutual Fund

NAV$9.15

AUM$82M

TER0.99%

Holdings862

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Just $25 once·$69/mo·Download sample

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NAMFX Mutual Fund

NAV$9.15

Virtus Newfleet Multi-Sector Intermediate Bond Fund A

AUM$82M

TER0.99%

Holdings862

See how much of NAMFX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

NAMFX Mutual Fund Overlap Analysis

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

NAMFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 862 holdings, NAMFX may share significant positions with broad-market funds.

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