NBMIX Mutual Fund Analysis & Holdings | MarketXLS

NBMIX Mutual Fund

NAV$57.77

AUM$62M

TER1.31%

Holdings99

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NBMIX Mutual Fund

NAV$57.77

Neuberger Berman Small Cap Growth Fund Investor Class

AUM$62M

TER1.31%

Holdings99

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

NBMIX Mutual Fund Overlap Analysis

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

NBMIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, NBMIX may share significant positions with broad-market funds.

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