NEZYX Mutual Fund

NAV$12.09

AUM$1.8B

TER0.67%

Holdings615

NEZYX Mutual Fund

NAV$12.09

Loomis Sayles Funds - Strategic Income Fund Class Y

AUM$1.8B

TER0.67%

Holdings615

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Holdings Overlap Analysis

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

NEZYX Mutual Fund Overlap Analysis

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

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

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