NEJCX Mutual Fund
NEJCX Mutual Fund
NAV$6.43
TER2.01%
Holdings69
NEJCX Mutual Fund
NAV$6.43
Vaughan Nelson Small Cap Fund Class C
TER2.01%
Holdings69
NEJCX Mutual Fund Overlap Analysis
NEJCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
NEJCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 69 holdings, NEJCX may share significant positions with broad-market funds.
NEJCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. NEJCX tax-loss harvesting finds highly correlated but non-identical funds.