NSGRX Mutual Fund
NSGRX Mutual Fund
NAV$30.11
AUM$393M
TER0.52%
Holdings307
NSGRX Mutual Fund
NAV$30.11
Northern Small Cap Core Fund Class I
AUM$393M
TER0.52%
Holdings307
NSGRX Mutual Fund Overlap Analysis
NSGRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NSGRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 307 holdings, NSGRX may share significant positions with broad-market funds.
NSGRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NSGRX tax-loss harvesting finds highly correlated but non-identical funds.