NPSGX Mutual Fund
NPSGX Mutual Fund
NAV$21.44
TER0.99%
Holdings95
See how much of NPSGX you already own
NPSGX Mutual Fund
NAV$21.44
Nicholas Partners Small Cap Growth Fund Institutional Class
TER0.99%
Holdings95
See how much of NPSGX you already own
NPSGX Mutual Fund Overlap Analysis
NPSGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NPSGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 95 holdings, NPSGX may share significant positions with broad-market funds.
NPSGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NPSGX tax-loss harvesting finds highly correlated but non-identical funds.