NBGUX Mutual Fund
NAV$31.17
AUM$209,335
TER1.40%
Holdings72
NBGUX Mutual Fund
NAV$31.17
Neuberger Large Cap Growth Fund Advisor Class
AUM$209,335
TER1.40%
Holdings72
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NBGUX Mutual Fund Overlap Analysis
NBGUX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NBGUX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 72 holdings, NBGUX may share significant positions with broad-market funds.
NBGUX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NBGUX tax-loss harvesting finds highly correlated but non-identical funds.