NRFYX Mutual Fund
NRFYX Mutual Fund
NAV$12.53
TER0.90%
Holdings61
See how much of NRFYX you already own
NRFYX Mutual Fund
NAV$12.53
AEW Global Focused Real Estate Fund Class Y
TER0.90%
Holdings61
See how much of NRFYX you already own
NRFYX Mutual Fund Overlap Analysis
NRFYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NRFYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, NRFYX may share significant positions with broad-market funds.
NRFYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NRFYX tax-loss harvesting finds highly correlated but non-identical funds.