NBSRX Mutual Fund
NBSRX Mutual Fund
NAV$64.88
AUM$337M
TER0.86%
Holdings44
See how much of NBSRX you already own
NBSRX Mutual Fund
NAV$64.88
Neuberger Quality Equity Fund Investor Class
AUM$337M
TER0.86%
Holdings44
See how much of NBSRX you already own
NBSRX Mutual Fund Overlap Analysis
NBSRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NBSRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, NBSRX may share significant positions with broad-market funds.
NBSRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NBSRX tax-loss harvesting finds highly correlated but non-identical funds.