NTFIX Mutual Fund
NTFIX Mutual Fund
NAV$10.47
AUM$104M
TER0.74%
Holdings170
See how much of NTFIX you already own
NTFIX Mutual Fund
NAV$10.47
Dupree Mutual Funds North Carolina Tax-Free Income Series
AUM$104M
TER0.74%
Holdings170
See how much of NTFIX you already own
NTFIX Mutual Fund Overlap Analysis
NTFIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NTFIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 170 holdings, NTFIX may share significant positions with broad-market funds.
NTFIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NTFIX tax-loss harvesting finds highly correlated but non-identical funds.