NBGNX Mutual Fund

NAV$62.01

AUM$1.7B

TER0.99%

Holdings112

NBGNX Mutual Fund

NAV$62.01

Neuberger Genesis Fund Investor Class

AUM$1.7B

TER0.99%

Holdings112

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Holdings Overlap Analysis

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

NBGNX Mutual Fund Overlap Analysis

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

NBGNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 112 holdings, NBGNX may share significant positions with broad-market funds.

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