NSFEX Mutual Fund Analysis & Holdings | MarketXLS

NSFEX Mutual Fund

NAV$10.24

AUM$4M

TER0.45%

Holdings577

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NSFEX Mutual Fund

NAV$10.24

Natixis Target Retirement 2025 Fund Class N

AUM$4M

TER0.45%

Holdings577

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

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Discover Portfolio Overlap

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

NSFEX Mutual Fund Overlap Analysis

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

NSFEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 577 holdings, NSFEX may share significant positions with broad-market funds.

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