NSVBX Mutual Fund

NAV$16.22

AUM$62M

TER0.95%

Holdings100

Do a full portfolio x-ray with NSVBX

Just $25 once·$69/mo·Download sample

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NSVBX Mutual Fund

NAV$16.22

Columbia Small Cap Value and Inflection Fund Class S

AUM$62M

TER0.95%

Holdings100

Do a full portfolio x-ray with NSVBX

Just $25 once·$69/mo·Download sample

Get mine for $25

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

Holdings Overlap Analysis

Compare NSVBX 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 NSVBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NSVBX Mutual Fund Overlap Analysis

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

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

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