NDCRX Mutual Fund
NDCRX Mutual Fund
NAV$15.96
AUM$77M
TER1.34%
Holdings10
See how much of NDCRX you already own
NDCRX Mutual Fund
NAV$15.96
American Funds Retirement Income Portfolio Enhanced Class C
AUM$77M
TER1.34%
Holdings10
See how much of NDCRX you already own
NDCRX Mutual Fund Overlap Analysis
NDCRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NDCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, NDCRX may share significant positions with broad-market funds.
NDCRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NDCRX tax-loss harvesting finds highly correlated but non-identical funds.