NDGIX Mutual Fund
NDGIX Mutual Fund
NAV$25.09
AUM$75M
TER0.70%
Holdings59
See how much of NDGIX you already own
NDGIX Mutual Fund
NAV$25.09
Neuberger Berman Dividend Growth Fund Institutional Class
AUM$75M
TER0.70%
Holdings59
See how much of NDGIX you already own
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.