NBARX Mutual Fund

NAV$14.30

TER0.59%

Holdings10

NBARX Mutual Fund

NAV$14.30

American Funds Retirement Income Portfolio Moderate Series Class A

TER0.59%

Holdings10

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Holdings Overlap Analysis

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

NBARX Mutual Fund Overlap Analysis

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

NBARX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 10 holdings, NBARX may share significant positions with broad-market funds.

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