NBGPX Mutual Fund

NAV$13.22

AUM$116M

TER0.74%

Holdings39

NBGPX Mutual Fund

NAV$13.22

Columbia Capital Allocation Moderate Aggressive Portfolio Class I

AUM$116M

TER0.74%

Holdings39

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

Compare NBGPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings NBGPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NBGPX Mutual Fund Overlap Analysis

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

NBGPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, NBGPX may share significant positions with broad-market funds.

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