NELYX Mutual Fund

NAV$10.81

AUM$403M

TER0.45%

Holdings256

NELYX Mutual Fund

NAV$10.81

Loomis Sayles Limited Term Government and Agency Fund Class Y

AUM$403M

TER0.45%

Holdings256

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Holdings Overlap Analysis

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

NELYX Mutual Fund Overlap Analysis

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

NELYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 256 holdings, NELYX may share significant positions with broad-market funds.

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