NSEIX Mutual Fund
NSEIX Mutual Fund
NAV$23.27
AUM$467M
TER0.70%
Holdings61
See how much of NSEIX you already own
NSEIX Mutual Fund
NAV$23.27
Nicholas Equity Income Fund Inc. Cl I
AUM$467M
TER0.70%
Holdings61
See how much of NSEIX you already own
NSEIX Mutual Fund Overlap Analysis
NSEIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NSEIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 61 holdings, NSEIX may share significant positions with broad-market funds.
NSEIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NSEIX tax-loss harvesting finds highly correlated but non-identical funds.