NTHEX Mutual Fund

NAV$3.83

AUM$123M

TER1.94%

Holdings38

NTHEX Mutual Fund

NAV$3.83

Northeast Investors Trust

AUM$123M

TER1.94%

Holdings38

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare NTHEX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NTHEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NTHEX Mutual Fund Overlap Analysis

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

NTHEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, NTHEX may share significant positions with broad-market funds.

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