NAWSX Mutual Fund
NAWSX Mutual Fund
NAV$7.22
AUM$72M
TER2.47%
Holdings470
See how much of NAWSX you already own
NAWSX Mutual Fund
NAV$7.22
Nuveen California High Yield Municipal Bond Fund Class C
AUM$72M
TER2.47%
Holdings470
See how much of NAWSX you already own
NAWSX Mutual Fund Overlap Analysis
NAWSX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NAWSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 470 holdings, NAWSX may share significant positions with broad-market funds.
NAWSX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NAWSX tax-loss harvesting finds highly correlated but non-identical funds.