NELAX Mutual Fund
NAV$67.33
TER2.16%
Holdings181
NELAX Mutual Fund
NAV$67.33
Nuveen Equity Long/Short Fund CLASS A
TER2.16%
Holdings181
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NELAX Mutual Fund Overlap Analysis
NELAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NELAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 181 holdings, NELAX may share significant positions with broad-market funds.
NELAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NELAX tax-loss harvesting finds highly correlated but non-identical funds.