NIAGX Mutual Fund
NIAGX Mutual Fund
NAV$15.50
AUM$93M
TER1.00%
Holdings53
See how much of NIAGX you already own
NIAGX Mutual Fund
NAV$15.50
Nia Impact Solutions Fund
AUM$93M
TER1.00%
Holdings53
See how much of NIAGX you already own
NIAGX Mutual Fund Overlap Analysis
NIAGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NIAGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 53 holdings, NIAGX may share significant positions with broad-market funds.
NIAGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NIAGX tax-loss harvesting finds highly correlated but non-identical funds.