NBNGX Mutual Fund
NBNGX Mutual Fund
NAV$29.02
AUM$239M
TER1.25%
Holdings65
See how much of NBNGX you already own
NBNGX Mutual Fund
NAV$29.02
Sit Mid Cap Growth Fund
AUM$239M
TER1.25%
Holdings65
See how much of NBNGX you already own
NBNGX Mutual Fund Overlap Analysis
NBNGX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NBNGX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 65 holdings, NBNGX may share significant positions with broad-market funds.
NBNGX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NBNGX tax-loss harvesting finds highly correlated but non-identical funds.