NSVBX Mutual Fund

NAV$15.78

AUM$60M

TER0.96%

Holdings100

NSVBX Mutual Fund

NAV$15.78

Columbia Small Cap Value and Inflection Fund Class S

AUM$60M

TER0.96%

Holdings100

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Holdings Overlap Analysis

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

NSVBX Mutual Fund Overlap Analysis

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

NSVBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, NSVBX may share significant positions with broad-market funds.

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