NBHIX Mutual Fund
NBHIX Mutual Fund
NAV$17.19
AUM$808M
TER0.72%
Holdings75
See how much of NBHIX you already own
NBHIX Mutual Fund
NAV$17.19
Neuberger Berman Equity Income Fund Instl Class
AUM$808M
TER0.72%
Holdings75
See how much of NBHIX you already own
NBHIX Mutual Fund Overlap Analysis
NBHIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NBHIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 75 holdings, NBHIX may share significant positions with broad-market funds.
NBHIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NBHIX tax-loss harvesting finds highly correlated but non-identical funds.