NBRFX Mutual Fund Analysis & Holdings | MarketXLS

NBRFX Mutual Fund

NAV$15.00

AUM$102M

TER1.40%

Holdings36

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NBRFX Mutual Fund

NAV$15.00

Neuberger Berman Real Estate Fund Trust Class

AUM$102M

TER1.40%

Holdings36

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

NBRFX Mutual Fund Overlap Analysis

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

NBRFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 36 holdings, NBRFX may share significant positions with broad-market funds.

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