NALFX Mutual Fund

NAV$87.08

AUM$290M

TER1.03%

Holdings47

NALFX Mutual Fund

NAV$87.08

New Alternatives Fund- Class A

AUM$290M

TER1.03%

Holdings47

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Holdings Overlap Analysis

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

NALFX Mutual Fund Overlap Analysis

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

NALFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 47 holdings, NALFX may share significant positions with broad-market funds.

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