NSVAX Mutual Fund Analysis & Holdings | MarketXLS

NSVAX Mutual Fund

NAV$16.01

AUM$222M

TER0.96%

Holdings100

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NSVAX Mutual Fund

NAV$16.01

Columbia Small Cap Value and Inflection Fund Class I

AUM$222M

TER0.96%

Holdings100

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare NSVAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NSVAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NSVAX Mutual Fund Overlap Analysis

NSVAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

NSVAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, NSVAX may share significant positions with broad-market funds.

NSVAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NSVAX tax-loss harvesting finds highly correlated but non-identical funds.