NSMRX Mutual Fund
NSMRX Mutual Fund
NAV$41.25
AUM$9M
TER0.91%
Holdings65
See how much of NSMRX you already own
NSMRX Mutual Fund
NAV$41.25
Nuveen Small Mid Cap Value Fund Class R
AUM$9M
TER0.91%
Holdings65
See how much of NSMRX you already own
NSMRX Mutual Fund Overlap Analysis
NSMRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NSMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, NSMRX may share significant positions with broad-market funds.
NSMRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NSMRX tax-loss harvesting finds highly correlated but non-identical funds.