NBMBX Mutual Fund

NAV$15.23

AUM$7M

TER1.18%

Holdings76

See how much of NBMBX you already own

Just $25 once·$99/mo·Download sample

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NBMBX Mutual Fund

NAV$15.23

Neuberger Berman Mid Cap Growth Fund Advisor Class

AUM$7M

TER1.18%

Holdings76

See how much of NBMBX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

NBMBX Mutual Fund Overlap Analysis

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

NBMBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 76 holdings, NBMBX may share significant positions with broad-market funds.

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