NUGIX Mutual Fund Analysis & Holdings | MarketXLS

NUGIX Mutual Fund

NAV$37.43

TER0.90%

Holdings49

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NUGIX Mutual Fund

NAV$37.43

Nuveen Global Dividend Growth Fund Class I

TER0.90%

Holdings49

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

NUGIX Mutual Fund Overlap Analysis

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

NUGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 49 holdings, NUGIX may share significant positions with broad-market funds.

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