NCHRX Mutual Fund
NCHRX Mutual Fund
NAV$7.76
AUM$475M
TER1.62%
Holdings495
NCHRX Mutual Fund
NAV$7.76
Nuveen California High Yield Municipal Bond Fund Class I
AUM$475M
TER1.62%
Holdings495
NCHRX Mutual Fund Overlap Analysis
NCHRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NCHRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 495 holdings, NCHRX may share significant positions with broad-market funds.
NCHRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NCHRX tax-loss harvesting finds highly correlated but non-identical funds.