NSMYX Mutual Fund
NSMYX Mutual Fund
North Star Micro Cap Fund Class R
TER1.59%
Holdings105
See how much of NSMYX you already own
NSMYX Mutual Fund Overlap Analysis
NSMYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NSMYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 105 holdings, NSMYX may share significant positions with broad-market funds.
NSMYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NSMYX tax-loss harvesting finds highly correlated but non-identical funds.