NBGAX Mutual Fund
NBGAX Mutual Fund
NAV$59.98
AUM$111M
TER1.34%
Holdings105
See how much of NBGAX you already own
NBGAX Mutual Fund
NAV$59.98
Neuberger Genesis Fund Advisor Class
AUM$111M
TER1.34%
Holdings105
See how much of NBGAX you already own
NBGAX Mutual Fund Overlap Analysis
NBGAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NBGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 105 holdings, NBGAX may share significant positions with broad-market funds.
NBGAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NBGAX tax-loss harvesting finds highly correlated but non-identical funds.