NQVRX Mutual Fund Analysis & Holdings | MarketXLS

NQVRX Mutual Fund

NAV$76.22

TER0.90%

Holdings62

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NQVRX Mutual Fund

NAV$76.22

Nuveen Multi-Cap Value Fund Class Y

TER0.90%

Holdings62

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

NQVRX Mutual Fund Overlap Analysis

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

NQVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, NQVRX may share significant positions with broad-market funds.

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