NSOPX Mutual Fund
NSOPX Mutual Fund
NAV$20.99
AUM$10M
TER1.56%
Holdings69
See how much of NSOPX you already own
NSOPX Mutual Fund
NAV$20.99
North Star Opportunity Fund Class A
AUM$10M
TER1.56%
Holdings69
See how much of NSOPX you already own
NSOPX Mutual Fund Overlap Analysis
NSOPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NSOPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, NSOPX may share significant positions with broad-market funds.
NSOPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NSOPX tax-loss harvesting finds highly correlated but non-identical funds.