NBHRX Mutual Fund

NAV$16.72

AUM$542,593

TER1.37%

Holdings75

NBHRX Mutual Fund

NAV$16.72

Neuberger Berman Equity Income Class R3

AUM$542,593

TER1.37%

Holdings75

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Holdings Overlap Analysis

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

NBHRX Mutual Fund Overlap Analysis

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

NBHRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, NBHRX may share significant positions with broad-market funds.

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