NRFAX Mutual Fund

NAV$14.13

AUM$37M

TER1.15%

Holdings61

See how much of NRFAX you already own

Just $25 once·$69/mo·Download sample

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NRFAX Mutual Fund

NAV$14.13

AEW Global Focused Real Estate Fund Class A

AUM$37M

TER1.15%

Holdings61

See how much of NRFAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

NRFAX Mutual Fund Overlap Analysis

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

NRFAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, NRFAX may share significant positions with broad-market funds.

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