NBSMX Mutual Fund Analysis & Holdings | MarketXLS

NBSMX Mutual Fund

NAV$58.25

AUM$154M

TER0.91%

Holdings99

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NBSMX Mutual Fund

NAV$58.25

Neuberger Berman Small Cap Growth Fund Institutional Class

AUM$154M

TER0.91%

Holdings99

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

NBSMX Mutual Fund Overlap Analysis

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

NBSMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 99 holdings, NBSMX may share significant positions with broad-market funds.

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