NBRRX Mutual Fund Analysis & Holdings | MarketXLS

NBRRX Mutual Fund

NAV$30.94

AUM$644,671

TER1.46%

Holdings77

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NBRRX Mutual Fund

NAV$30.94

Neuberger Berman Mid Cap Intrinsic Value Fund Class R3

AUM$644,671

TER1.46%

Holdings77

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

NBRRX Mutual Fund Overlap Analysis

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

NBRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 77 holdings, NBRRX may share significant positions with broad-market funds.

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