NTAIX Mutual Fund
NTAIX Mutual Fund
NAV$11.31
AUM$79M
TER1.03%
Holdings59
See how much of NTAIX you already own
NTAIX Mutual Fund
NAV$11.31
Navigator Tactical U.S. Allocation Fund Class I
AUM$79M
TER1.03%
Holdings59
See how much of NTAIX you already own
NTAIX Mutual Fund Overlap Analysis
NTAIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NTAIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, NTAIX may share significant positions with broad-market funds.
NTAIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NTAIX tax-loss harvesting finds highly correlated but non-identical funds.