NBPBX Mutual Fund
NBPBX Mutual Fund
NAV$62.87
AUM$138M
TER1.10%
Holdings81
NBPBX Mutual Fund
NAV$62.87
Neuberger Large Cap Value Fund Advisor Class
AUM$138M
TER1.10%
Holdings81
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 81 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.