NMKYX Mutual Fund
NMKYX Mutual Fund
NAV$8.60
AUM$41M
TER0.47%
Holdings335
See how much of NMKYX you already own
NMKYX Mutual Fund
NAV$8.60
North Square McKee Bond Fund Class I
AUM$41M
TER0.47%
Holdings335
See how much of NMKYX you already own
NMKYX Mutual Fund Overlap Analysis
NMKYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NMKYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 335 holdings, NMKYX may share significant positions with broad-market funds.
NMKYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NMKYX tax-loss harvesting finds highly correlated but non-identical funds.