NBSTX Mutual Fund Analysis & Holdings | MarketXLS

NBSTX Mutual Fund

NAV$65.51

AUM$101M

TER1.04%

Holdings44

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NBSTX Mutual Fund

NAV$65.51

Neuberger Quality Equity Fund Trust Class

AUM$101M

TER1.04%

Holdings44

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

NBSTX Mutual Fund Overlap Analysis

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

NBSTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 44 holdings, NBSTX may share significant positions with broad-market funds.

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