NBMOX Mutual Fund Holdings Overlap Calculator | MarketXLS

NBMOX Mutual Fund

NAV$58.21

AUM$4M

TER1.41%

Holdings99

See what you own twice

Check NBMOX against your other funds. Free for up to 5.

Check my overlap

NBMOX Mutual Fund

NAV$58.21

Neuberger Berman Small Cap Growth Fund Trust Cl

AUM$4M

TER1.41%

Holdings99

See what you own twice

Check NBMOX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

NBMOX Mutual Fund Overlap Analysis

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

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

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