NBPBX Mutual Fund
NBPBX Mutual Fund
NAV$62.10
AUM$138M
TER1.10%
Holdings80
See how much of NBPBX you already own
NBPBX Mutual Fund
NAV$62.10
Neuberger Large Cap Value Fund Advisor Class
AUM$138M
TER1.10%
Holdings80
See how much of NBPBX you already own
NBPBX Mutual Fund Overlap Analysis
NBPBX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NBPBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 80 holdings, NBPBX may share significant positions with broad-market funds.
NBPBX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NBPBX tax-loss harvesting finds highly correlated but non-identical funds.