NTBCX Mutual Fund

NAV$9.71

AUM$20M

TER2.03%

Holdings131

NTBCX Mutual Fund

NAV$9.71

Navigator Tactical Fixed Income Fund Class C

AUM$20M

TER2.03%

Holdings131

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Holdings Overlap Analysis

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

NTBCX Mutual Fund Overlap Analysis

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

NTBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 131 holdings, NTBCX may share significant positions with broad-market funds.

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