NVHAX Mutual Fund Analysis & Holdings | MarketXLS

NVHAX Mutual Fund

NAV$9.36

AUM$1.2B

TER0.95%

Holdings2,649

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NVHAX Mutual Fund

NAV$9.36

Nuveen Short Duration High Yield Municipal Bond Fund Class A

AUM$1.2B

TER0.95%

Holdings2,649

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

NVHAX Mutual Fund Overlap Analysis

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

NVHAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2649 holdings, NVHAX may share significant positions with broad-market funds.

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