NSDVX Mutual Fund
NSDVX Mutual Fund
NAV$26.48
AUM$108M
TER1.40%
Holdings61
See how much of NSDVX you already own
NSDVX Mutual Fund
NAV$26.48
North Star Dividend Fund Class I
AUM$108M
TER1.40%
Holdings61
See how much of NSDVX you already own
NSDVX Mutual Fund Overlap Analysis
NSDVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NSDVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, NSDVX may share significant positions with broad-market funds.
NSDVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NSDVX tax-loss harvesting finds highly correlated but non-identical funds.