NTAUX Mutual Fund

NAV$10.17

AUM$2.4B

TER0.26%

Holdings558

NTAUX Mutual Fund

NAV$10.17

Northern Tax-Advantaged Ultra-Short Fixed Income Fund

AUM$2.4B

TER0.26%

Holdings558

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Holdings Overlap Analysis

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

NTAUX Mutual Fund Overlap Analysis

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

NTAUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 558 holdings, NTAUX may share significant positions with broad-market funds.

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