NRFNX Mutual Fund Analysis & Holdings | MarketXLS

NRFNX Mutual Fund

NAV$12.40

AUM$7M

TER0.85%

Holdings61

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

NRFNX Mutual Fund

NAV$12.40

AEW Global Focused Real Estate Fund Class N

AUM$7M

TER0.85%

Holdings61

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 NRFNX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NRFNX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NRFNX Mutual Fund Overlap Analysis

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

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

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