NEZAX Mutual Fund

NAV$12.15

AUM$128M

TER1.17%

Holdings615

NEZAX Mutual Fund

NAV$12.15

Loomis Sayles Funds - Strategic Income Fund Admin Class

AUM$128M

TER1.17%

Holdings615

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Holdings Overlap Analysis

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

NEZAX Mutual Fund Overlap Analysis

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

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

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