NMVLX Mutual Fund Holdings Overlap Calculator | MarketXLS

NMVLX Mutual Fund

NAV$14.40

AUM$237M

TER0.96%

Holdings55

See what you own twice

Check NMVLX against your other funds. Free for up to 5.

Check my overlap

NMVLX Mutual Fund

NAV$14.40

Nuance Mid Cap Value Fund Institutional Cl

AUM$237M

TER0.96%

Holdings55

See what you own twice

Check NMVLX against your other funds. Free for up to 5.

Check my overlap

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Holdings Overlap Analysis

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

NMVLX Mutual Fund Overlap Analysis

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

NMVLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 55 holdings, NMVLX may share significant positions with broad-market funds.

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