NSOIX Mutual Fund
NSOIX Mutual Fund
NAV$20.33
AUM$142M
TER1.31%
Holdings70
See how much of NSOIX you already own
NSOIX Mutual Fund
NAV$20.33
North Star Opportunity Fund Class I
AUM$142M
TER1.31%
Holdings70
See how much of NSOIX you already own
NSOIX Mutual Fund Overlap Analysis
NSOIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NSOIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 70 holdings, NSOIX may share significant positions with broad-market funds.
NSOIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NSOIX tax-loss harvesting finds highly correlated but non-identical funds.