NDGAX Mutual Fund Analysis & Holdings | MarketXLS

NDGAX Mutual Fund

NAV$25.73

AUM$2M

TER1.06%

Holdings59

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NDGAX Mutual Fund

NAV$25.73

Neuberger Berman Dividend Growth Fund Class A

AUM$2M

TER1.06%

Holdings59

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

NDGAX Mutual Fund Overlap Analysis

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

NDGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, NDGAX may share significant positions with broad-market funds.

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