NCLEX Mutual Fund

NAV$26.20

AUM$334M

TER0.86%

Holdings60

NCLEX Mutual Fund

NAV$26.20

Nicholas Limited Edition

AUM$334M

TER0.86%

Holdings60

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

Holdings Overlap Analysis

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

NCLEX Mutual Fund Overlap Analysis

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

NCLEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, NCLEX may share significant positions with broad-market funds.

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