NSIRX Mutual Fund
NSIRX Mutual Fund
TER1.56%
Holdings59
NSIRX Mutual Fund
North Star Opportunity Fund Class R
TER1.56%
Holdings59
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 59 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.