NCHRX Mutual Fund
NCHRX Mutual Fund
NAV$7.69
AUM$475M
TER1.47%
Holdings470
See how much of NCHRX you already own
NCHRX Mutual Fund
NAV$7.69
Nuveen California High Yield Municipal Bond Fund Class I
AUM$475M
TER1.47%
Holdings470
See how much of NCHRX you already own
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 470 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.