NSMCX Mutual Fund
NSMCX Mutual Fund
NAV$29.78
AUM$2M
TER1.91%
Holdings65
See how much of NSMCX you already own
NSMCX Mutual Fund
NAV$29.78
Nuveen Small Mid Cap Value Fund Class C
AUM$2M
TER1.91%
Holdings65
See how much of NSMCX you already own
NSMCX Mutual Fund Overlap Analysis
NSMCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NSMCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, NSMCX may share significant positions with broad-market funds.
NSMCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NSMCX tax-loss harvesting finds highly correlated but non-identical funds.