NUSFX Mutual Fund
NUSFX Mutual Fund
NAV$10.30
AUM$2.3B
TER0.26%
Holdings240
See how much of NUSFX you already own
NUSFX Mutual Fund
NAV$10.30
Northern Ultra-Short Fixed Income Fund
AUM$2.3B
TER0.26%
Holdings240
See how much of NUSFX you already own
NUSFX Mutual Fund Overlap Analysis
NUSFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NUSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 240 holdings, NUSFX may share significant positions with broad-market funds.
NUSFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NUSFX tax-loss harvesting finds highly correlated but non-identical funds.