NPSFX Mutual Fund

NAV$15.97

AUM$358M

TER0.68%

Holdings230

NPSFX Mutual Fund

NAV$15.97

Nuveen Preferred Securities and Income Fund Class R6

AUM$358M

TER0.68%

Holdings230

✓All holdings

✓Overlap Analysis

✓Mutual Fund Screener

✓Compare Mutual Funds

$149$60/mo

Limited to first 500

Get Started →

Holdings Overlap Analysis

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

NPSFX Mutual Fund Overlap Analysis

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

NPSFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 230 holdings, NPSFX may share significant positions with broad-market funds.

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