NECLX Mutual Fund
NAV$10.75
AUM$25M
TER1.45%
Holdings256
NECLX Mutual Fund
NAV$10.75
Loomis Sayles Limited Term Government and Agency Fund Class C
AUM$25M
TER1.45%
Holdings256
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NECLX Mutual Fund Overlap Analysis
NECLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NECLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 256 holdings, NECLX may share significant positions with broad-market funds.
NECLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NECLX tax-loss harvesting finds highly correlated but non-identical funds.