NUSAX Mutual Fund Analysis & Holdings | MarketXLS

NUSAX Mutual Fund

NAV$10.54

AUM$23,770.01

TER0.66%

Holdings77

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NUSAX Mutual Fund

NAV$10.54

Navigator Ultra Short Bond Fund Class A

AUM$23,770.01

TER0.66%

Holdings77

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

NUSAX Mutual Fund Overlap Analysis

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

NUSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, NUSAX may share significant positions with broad-market funds.

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