NBMRX Mutual Fund

NAV$30.36

AUM$29,854.19

TER0.75%

Holdings78

See how much of NBMRX you already own

Just $25 once·$99/mo·Download sample

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NBMRX Mutual Fund

NAV$30.36

Neuberger Berman Mid Cap Intrinsic Value Fund Class R6

AUM$29,854.19

TER0.75%

Holdings78

See how much of NBMRX 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 NBMRX 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 NBMRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NBMRX Mutual Fund Overlap Analysis

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

NBMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 78 holdings, NBMRX may share significant positions with broad-market funds.

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