NUESX Mutual Fund
NUESX Mutual Fund
NAV$23.89
AUM$351M
TER0.39%
Holdings173
See how much of NUESX you already own
NUESX Mutual Fund
NAV$23.89
Northern US Quality ESG Fund
AUM$351M
TER0.39%
Holdings173
See how much of NUESX you already own
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.