NCIDX Mutual Fund Analysis & Holdings | MarketXLS

NCIDX Mutual Fund

NAV$29.69

AUM$10M

TER0.83%

Holdings115

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

NCIDX Mutual Fund

NAV$29.69

Columbia Convertible Securities Fund Class S

AUM$10M

TER0.83%

Holdings115

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 NCIDX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NCIDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NCIDX Mutual Fund Overlap Analysis

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

NCIDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, NCIDX may share significant positions with broad-market funds.

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