NEXIX Mutual Fund
NEXIX Mutual Fund
NAV$38.11
AUM$9M
TER1.01%
Holdings45
See how much of NEXIX you already own
NEXIX Mutual Fund
NAV$38.11
Shelton Sustainable Equity Fund Class Institutional
AUM$9M
TER1.01%
Holdings45
See how much of NEXIX you already own
NEXIX Mutual Fund Overlap Analysis
NEXIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NEXIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 45 holdings, NEXIX may share significant positions with broad-market funds.
NEXIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NEXIX tax-loss harvesting finds highly correlated but non-identical funds.