NEFSX Mutual Fund Analysis & Holdings | MarketXLS

NEFSX Mutual Fund

NAV$47.20

AUM$608M

TER1.06%

Holdings79

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NEFSX Mutual Fund

NAV$47.20

Natixis US Equity Opportunities Fund Class A

AUM$608M

TER1.06%

Holdings79

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

NEFSX Mutual Fund Overlap Analysis

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

NEFSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, NEFSX may share significant positions with broad-market funds.

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