NDGIX Mutual Fund
NDGIX Mutual Fund
NAV$25.09
AUM$75M
TER0.70%
Holdings59
NDGIX Mutual Fund
NAV$25.09
Neuberger Berman Dividend Growth Fund Institutional Class
AUM$75M
TER0.70%
Holdings59
NDGIX Mutual Fund Overlap Analysis
NDGIX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NDGIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 59 holdings, NDGIX may share significant positions with broad-market funds.
NDGIX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NDGIX tax-loss harvesting finds highly correlated but non-identical funds.