NSIRX Mutual Fund
NSIRX Mutual Fund
North Star Opportunity Fund Class R
TER1.56%
Holdings69
See how much of NSIRX you already own
NSIRX Mutual Fund Overlap Analysis
NSIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NSIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, NSIRX may share significant positions with broad-market funds.
NSIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NSIRX tax-loss harvesting finds highly correlated but non-identical funds.