NEFFX Mutual Fund
NEFFX Mutual Fund
NAV$86.96
AUM$49M
TER0.51%
Holdings205
See how much of NEFFX you already own
NEFFX Mutual Fund
NAV$86.96
American Funds The New Economy Fund Other Class
AUM$49M
TER0.51%
Holdings205
See how much of NEFFX you already own
NEFFX Mutual Fund Overlap Analysis
NEFFX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NEFFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 205 holdings, NEFFX may share significant positions with broad-market funds.
NEFFX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NEFFX tax-loss harvesting finds highly correlated but non-identical funds.