NDCRX Mutual Fund Analysis & Holdings | MarketXLS

NDCRX Mutual Fund

NAV$16.29

AUM$77M

TER1.34%

Holdings10

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NDCRX Mutual Fund

NAV$16.29

American Funds Retirement Income Portfolio Enhanced Class C

AUM$77M

TER1.34%

Holdings10

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

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.