NTAUX Mutual Fund

NAV$10.18

AUM$2.4B

TER0.25%

Holdings558

See how much of NTAUX you already own

Just $25 once·$99/mo·Download sample

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NTAUX Mutual Fund

NAV$10.18

Northern Tax-Advantaged Ultra-Short Fixed Income Fund

AUM$2.4B

TER0.25%

Holdings558

See how much of NTAUX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

NTAUX Mutual Fund Overlap Analysis

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

NTAUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 558 holdings, NTAUX may share significant positions with broad-market funds.

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