NBPAX Mutual Fund Holdings Overlap Calculator | MarketXLS

NBPAX Mutual Fund

NAV$10.13

TER0.62%

Holdings252

See what you own twice

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

Check my overlap

NBPAX Mutual Fund

NAV$10.13

Nuveen Pennsylvania Municipal Bond Fund Class R

TER0.62%

Holdings252

See what you own twice

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

Check my overlap

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Holdings Overlap Analysis

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

NBPAX Mutual Fund Overlap Analysis

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

NBPAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 252 holdings, NBPAX may share significant positions with broad-market funds.

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