NEFZX Mutual Fund

NAV$12.19

TER0.92%

Holdings615

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NEFZX Mutual Fund

NAV$12.19

Loomis Sayles Funds - Strategic Income Fund Class A

TER0.92%

Holdings615

See how much of NEFZX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

NEFZX Mutual Fund Overlap Analysis

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

NEFZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 615 holdings, NEFZX may share significant positions with broad-market funds.

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