NEAMX Mutual Fund Analysis & Holdings | MarketXLS

NEAMX Mutual Fund

NAV$44.98

AUM$1M

TER1.46%

Holdings37

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NEAMX Mutual Fund

NAV$44.98

Neiman Large Cap Value Fund Class A Shares

AUM$1M

TER1.46%

Holdings37

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

NEAMX Mutual Fund Overlap Analysis

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

NEAMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 37 holdings, NEAMX may share significant positions with broad-market funds.

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