NSIVX Mutual Fund Analysis & Holdings | MarketXLS

NSIVX Mutual Fund

NAV$13.35

AUM$84M

TER0.98%

Holdings70

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

NSIVX Mutual Fund

NAV$13.35

North Square Altrinsic International Equity Fund Class I

AUM$84M

TER0.98%

Holdings70

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

Compare With

🔍

Discover Portfolio Overlap

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

NSIVX Mutual Fund Overlap Analysis

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

NSIVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, NSIVX may share significant positions with broad-market funds.

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