NSBDX Mutual Fund
NAV$8.84
AUM$36M
TER1.60%
Holdings37
NSBDX Mutual Fund
NAV$8.84
North Star Bond Fund Class I
AUM$36M
TER1.60%
Holdings37

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NSBDX Mutual Fund Overlap Analysis
NSBDX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NSBDX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, NSBDX may share significant positions with broad-market funds.
NSBDX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NSBDX tax-loss harvesting finds highly correlated but non-identical funds.