NBNGX Mutual Fund
NBNGX Mutual Fund
NAV$30.18
AUM$230M
TER1.25%
Holdings65
NBNGX Mutual Fund
NAV$30.18
Sit Mid Cap Growth Fund
AUM$230M
TER1.25%
Holdings65
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.