NUIAX Mutual Fund
NUIAX Mutual Fund
NAV$29.40
AUM$3M
TER1.15%
Holdings38
NUIAX Mutual Fund
NAV$29.40
Nuveen International Dividend Growth Fund Class A
AUM$3M
TER1.15%
Holdings38
NUIAX Mutual Fund Overlap Analysis
NUIAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NUIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 38 holdings, NUIAX may share significant positions with broad-market funds.
NUIAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NUIAX tax-loss harvesting finds highly correlated but non-identical funds.