NAESX Mutual Fund

NAV$145.37

AUM$3.7B

TER0.17%

Holdings1,315

NAESX Mutual Fund

NAV$145.37

Vanguard Small Cap Index Fund Investor Class

AUM$3.7B

TER0.17%

Holdings1,315

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare NAESX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NAESX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NAESX Mutual Fund Overlap Analysis

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

NAESX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1315 holdings, NAESX may share significant positions with broad-market funds.

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