NBPIX Mutual Fund
NBPIX Mutual Fund
NAV$63.23
AUM$9.6B
TER0.60%
Holdings81
NBPIX Mutual Fund
NAV$63.23
Neuberger Large Cap Value Fund Institutional Class
AUM$9.6B
TER0.60%
Holdings81
NBPIX Mutual Fund Overlap Analysis
NBPIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NBPIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, NBPIX may share significant positions with broad-market funds.
NBPIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NBPIX tax-loss harvesting finds highly correlated but non-identical funds.