NOAZX Mutual Fund
NOAZX Mutual Fund
NAV$9.48
AUM$63M
TER0.48%
Holdings85
NOAZX Mutual Fund
NAV$9.48
Northern Funds Arizona Tax-Exempt Fund
AUM$63M
TER0.48%
Holdings85
NOAZX Mutual Fund Overlap Analysis
NOAZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NOAZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, NOAZX may share significant positions with broad-market funds.
NOAZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NOAZX tax-loss harvesting finds highly correlated but non-identical funds.