NECZX Mutual Fund

NAV$12.38

AUM$798M

TER1.67%

Holdings615

NECZX Mutual Fund

NAV$12.38

Loomis Sayles Funds - Strategic Income Fund Class C

AUM$798M

TER1.67%

Holdings615

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

NECZX Mutual Fund Overlap Analysis

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

NECZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 615 holdings, NECZX may share significant positions with broad-market funds.

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