NMKYX Mutual Fund

NAV$8.57

AUM$41M

TER0.47%

Holdings335

NMKYX Mutual Fund

NAV$8.57

North Square McKee Bond Fund Class I

AUM$41M

TER0.47%

Holdings335

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Holdings Overlap Analysis

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

NMKYX Mutual Fund Overlap Analysis

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

NMKYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 335 holdings, NMKYX may share significant positions with broad-market funds.

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