NBGNX Mutual Fund
NBGNX Mutual Fund
NAV$59.18
AUM$1.7B
TER0.99%
Holdings105
See how much of NBGNX you already own
NBGNX Mutual Fund
NAV$59.18
Neuberger Genesis Fund Investor Class
AUM$1.7B
TER0.99%
Holdings105
See how much of NBGNX you already own
NBGNX Mutual Fund Overlap Analysis
NBGNX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NBGNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 105 holdings, NBGNX may share significant positions with broad-market funds.
NBGNX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NBGNX tax-loss harvesting finds highly correlated but non-identical funds.