NSMAX Mutual Fund
NSMAX Mutual Fund
NAV$40.52
AUM$3M
TER1.16%
Holdings65
See how much of NSMAX you already own
NSMAX Mutual Fund
NAV$40.52
Nuveen Small Mid Cap Value Fund Class A
AUM$3M
TER1.16%
Holdings65
See how much of NSMAX you already own
NSMAX Mutual Fund Overlap Analysis
NSMAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NSMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, NSMAX may share significant positions with broad-market funds.
NSMAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NSMAX tax-loss harvesting finds highly correlated but non-identical funds.