NPNRX Mutual Fund
NAV$60.77
AUM$9M
TER1.24%
Holdings81
NPNRX Mutual Fund
NAV$60.77
Neuberger Large Cap Value Fund Class R3
AUM$9M
TER1.24%
Holdings81

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NPNRX Mutual Fund Overlap Analysis
NPNRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NPNRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, NPNRX may share significant positions with broad-market funds.
NPNRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NPNRX tax-loss harvesting finds highly correlated but non-identical funds.