NCBIX Mutual Fund

NAV$23.89

AUM$78M

TER0.94%

Holdings3

NCBIX Mutual Fund

NAV$23.89

New Covenant Balanced Income Fund

AUM$78M

TER0.94%

Holdings3

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Holdings Overlap Analysis

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

NCBIX Mutual Fund Overlap Analysis

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

NCBIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 3 holdings, NCBIX may share significant positions with broad-market funds.

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