NTSMX Mutual Fund Analysis & Holdings | MarketXLS

NTSMX Mutual Fund

NAV$10.38

AUM$8M

TER0.97%

Holdings36

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NTSMX Mutual Fund

NAV$10.38

Dupree Mutual Funds North Carolina Tax-Free Short To Medium Series

AUM$8M

TER0.97%

Holdings36

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

NTSMX Mutual Fund Overlap Analysis

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

NTSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, NTSMX may share significant positions with broad-market funds.

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