NSFDX Mutual Fund
NSFDX Mutual Fund
NAV$8.49
TER0.45%
Holdings579
NSFDX Mutual Fund
NAV$8.49
Natixis Target Retirement 2020 Fund Class N
TER0.45%
Holdings579
NSFDX Mutual Fund Overlap Analysis
NSFDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NSFDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 579 holdings, NSFDX may share significant positions with broad-market funds.
NSFDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NSFDX tax-loss harvesting finds highly correlated but non-identical funds.