NECZX Mutual Fund
NECZX Mutual Fund
NAV$12.40
AUM$798M
TER1.67%
Holdings615
See how much of NECZX you already own
NECZX Mutual Fund
NAV$12.40
Loomis Sayles Funds - Strategic Income Fund Class C
AUM$798M
TER1.67%
Holdings615
See how much of NECZX you already own
NECZX Mutual Fund Overlap Analysis
NECZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NECZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 615 holdings, NECZX may share significant positions with broad-market funds.
NECZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NECZX tax-loss harvesting finds highly correlated but non-identical funds.