NUESX Mutual Fund
NUESX Mutual Fund
NAV$24.19
AUM$351M
TER0.39%
Holdings173
NUESX Mutual Fund
NAV$24.19
Northern US Quality ESG Fund
AUM$351M
TER0.39%
Holdings173
NUESX Mutual Fund Overlap Analysis
NUESX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NUESX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 173 holdings, NUESX may share significant positions with broad-market funds.
NUESX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NUESX tax-loss harvesting finds highly correlated but non-identical funds.