NSGRX Mutual Fund
NSGRX Mutual Fund
NAV$29.46
AUM$393M
TER0.51%
Holdings307
See how much of NSGRX you already own
NSGRX Mutual Fund
NAV$29.46
Northern Small Cap Core Fund Class I
AUM$393M
TER0.51%
Holdings307
See how much of NSGRX you already own
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.